(Senior) Personal Financial Consultant (Account Opening + I&I Sales)
Hong Kong IslandSales
About the role
FinEx AI summary
Provides tailored financial advice and one-stop retail banking services to retail customers, promoting investment and insurance products to capture new business opportunities. Ensures compliance with regulatory requirements and bank policies, and makes referrals to related segments. Requires at least one year of relevant banking experience plus HKSI and IIQE qualifications.