262 Banking Services jobs in Hong Kong

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· Assist the team lead in supervising and mentoring the Account Opening and Customer Due Diligence Team

· Monitor overall team performance, ensuring adherence to KPIs

· Provide day-to-day support to team members, handle complex AO and CDD cases.

· Support the team lead in optimizing workflows and implementing system enhancements

· Conduct thorough KYC checks on new and existing retail customers to assess risk profiles and ensure compliance with AML/CFT regulations

· Maintain accurate and up-to-date records of all CDD activities and account opening processes

· Review and analyze customer-provided documents, including identification, proof of address, and source of funds, to identify any red flags or inconsistencies

· Escalate suspicious activities or high-risk cases to the FCC for further investigation

· Work closely with the retail banking team, FCC, and other stakeholders to streamline processes and enhance operational efficiency

· Assist in preparing reports and metrics on account opening and CDD activities for management and regulatory purposes

Requirements:

· University degree in Business Administration, Economics, Finance or other relevant discipline

· For Manager, minimum of 5 years of experience in retail banking, customer onboarding, CDD or relevant operation roles, with experience in leading a small team is an advantage

· For Associate Manager, minimum of 3 years of experience in retail banking, customer onboarding, CDD or relevant operation roles

· Certification in AML/KYC (e.g., CAMS/ AAMLP) is a plus

· Proven problem-solving and analytics abilities for efficient incident and issue management

· Strong understanding of HKMA regulatory and legislative obligations and industry guidance pertaining to AML/CTF, Sanctions and CDD

· Self-motivation with excellent interpersonal, communications and presentation skills

· Able to multitask and handle key deliverables with challenging deadlines

· Fluent in English, Cantonese and Mandarin

· Proficient in PC applications

Applicants who are not invited for an interview within the 8 weeks after submission of application may assume their applications unsuccessful. We may review applications received for suitability for other posts within the Company. All personal data provided will be treated in strict confidence and used strictly for recruitment-related purposes only. We shall retain the personal data of unsuccessful applicants for a period of 24 months upon receipt of such application.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Customer Service
• Industries Banking and Financial Services

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Get notified about new Human Resources Business Partner jobs in Southern District, Hong Kong SAR .

Hong Kong, Hong Kong SAR HK$60,000.00-HK$0,000.00 1 week ago

Hong Kong, Hong Kong SAR HK 50,000.00-HK 60,000.00 1 week ago

Hong Kong, Hong Kong SAR HK 35,000.00-HK 45,000.00 1 week ago

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2 days ago Be among the first 25 applicants

Direct message the job poster from DBS Bank

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities

• Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
• Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation.
• Proactively manage ongoing client requests and resolve service issues with a client-centric approach.
• Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
• Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.
• Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies.
• Monitor and track service delivery metrics, identifying areas for process improvement.
• Ensure all client documentation and records are accurate and up-to-date.

Requirements

• University graduated / Degree holder in Banking and Finance or related disciplines
• 10+ years of experience in client service or operations within wealth management or private banking
• Strong understanding of financial products, investment vehicles, and regulatory frameworks.
• Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area.
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Ability to manage multiple priorities and deliver under pressure.
• High attention to detail and problem-solving abilities.
• Proficiency in CRM and wealth management platforms.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function General Business
• Industries Banking and Financial Services

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Get notified about new Client Services Manager jobs in Kowloon, Hong Kong SAR .

Kowloon City District, Hong Kong SAR 1 day ago

Kwun Tong District, Hong Kong SAR 4 months ago

Kwun Tong District, Hong Kong SAR 6 months ago

Kwun Tong District, Hong Kong SAR 3 months ago

Kowloon City District, Hong Kong SAR 1 week ago

Kwun Tong District, Hong Kong SAR 1 month ago

Kwun Tong District, Hong Kong SAR 10 months ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Kowloon City District, Hong Kong SAR 2 weeks ago

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2 days ago Be among the first 25 applicants

Direct message the job poster from DBS Bank

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities

• Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
• Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation.
• Proactively manage ongoing client requests and resolve service issues with a client-centric approach.
• Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
• Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.
• Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies.
• Monitor and track service delivery metrics, identifying areas for process improvement.
• Ensure all client documentation and records are accurate and up-to-date.

Requirements

• University graduated / Degree holder in Banking and Finance or related disciplines
• 10+ years of experience in client service or operations within wealth management or private banking
• Strong understanding of financial products, investment vehicles, and regulatory frameworks.
• Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area.
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Ability to manage multiple priorities and deliver under pressure.
• High attention to detail and problem-solving abilities.
• Proficiency in CRM and wealth management platforms.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function General Business
• Industries Banking and Financial Services

Referrals increase your chances of interviewing at DBS Bank by 2x

Get notified about new Client Services Manager jobs in Kowloon, Hong Kong SAR .

Kowloon City District, Hong Kong SAR 1 day ago

Kwun Tong District, Hong Kong SAR 4 months ago

Kwun Tong District, Hong Kong SAR 6 months ago

Kwun Tong District, Hong Kong SAR 3 months ago

Kowloon City District, Hong Kong SAR 1 week ago

Kwun Tong District, Hong Kong SAR 1 month ago

Kwun Tong District, Hong Kong SAR 10 months ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Kowloon City District, Hong Kong SAR 2 weeks ago

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Join to apply for the Senior Officer, Customer Information Services, Consumer Banking Group Operations role at DBS Bank

4 days ago Be among the first 25 applicants

Join to apply for the Senior Officer, Customer Information Services, Consumer Banking Group Operations role at DBS Bank

Get AI-powered advice on this job and more exclusive features.

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

• Perform a maker role to process regulatory bodies, legal enforcement agencies, government departments' requests and handle various court orders from solicitor firms, deceased, bankruptcy/ winding up handling, i.e. provide information and document retrieval
• Handle internal/ external customer compliant tactfully and ensure responsive problem solving for enquiries from branches and other units/ parties within benchmark
• Participate in system enhancement and process improvement, digitization and transformation
• Ensure all risk and compliance standards are maintained
• Ensure daily operations are in line with operational procedures and group policies
  
  

• Perform a maker role to process regulatory bodies, legal enforcement agencies, government departments' requests and handle various court orders from solicitor firms, deceased, bankruptcy/ winding up handling, i.e. provide information and document retrieval
• Handle internal/ external customer compliant tactfully and ensure responsive problem solving for enquiries from branches and other units/ parties within benchmark
• Participate in system enhancement and process improvement, digitization and transformation
• Ensure all risk and compliance standards are maintained
• Ensure daily operations are in line with operational procedures and group policies
  
  

• Post secondary or above, preferably degree holder in any disciplines
• Minimum 2 years experience in consumer banking operations;
• Practical experience in banking operations to handle external enquiry from law enforcement agencies, various court order, bankruptcy/ winding up procedures, deceased cases and consumer banking operations is highly preferred
• Knowledge of banking practices and procedures
• Good sense of risk awareness
• Good communication skills and speak fluent Cantonese and English
• Proficiency in MS Office
• Candidate with less experience will also be considered
  
  

• en
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Other
• Industries Banking, Financial Services, and Investment Banking

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Get notified about new Senior Customer Service Officer jobs in Kowloon, Hong Kong SAR .

Kwun Tong District, Hong Kong SAR 6 months ago

Kowloon City District, Hong Kong SAR 2 months ago

Kwun Tong District, Hong Kong SAR 4 days ago

Kowloon City District, Hong Kong SAR 4 days ago

Kowloon City District, Hong Kong SAR 5 months ago

Kowloon City District, Hong Kong SAR 5 months ago

Kwun Tong District, Hong Kong SAR 1 month ago

Kowloon City District, Hong Kong SAR 5 months ago

Kowloon City District, Hong Kong SAR 5 months ago

Kwun Tong District, Hong Kong SAR 1 year ago

Kowloon City District, Hong Kong SAR 6 days ago

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Join to apply for the Senior Officer, Customer Information Services, Consumer Banking Group Operations role at DBS Bank

4 days ago Be among the first 25 applicants

Join to apply for the Senior Officer, Customer Information Services, Consumer Banking Group Operations role at DBS Bank

Get AI-powered advice on this job and more exclusive features.

Business Function
Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

• Perform a maker role to process regulatory bodies, legal enforcement agencies, government departments' requests and handle various court orders from solicitor firms, deceased, bankruptcy/ winding up handling, i.e. provide information and document retrieval
• Handle internal/ external customer compliant tactfully and ensure responsive problem solving for enquiries from branches and other units/ parties within benchmark
• Participate in system enhancement and process improvement, digitization and transformation
• Ensure all risk and compliance standards are maintained
• Ensure daily operations are in line with operational procedures and group policies
  

• Perform a maker role to process regulatory bodies, legal enforcement agencies, government departments' requests and handle various court orders from solicitor firms, deceased, bankruptcy/ winding up handling, i.e. provide information and document retrieval
• Handle internal/ external customer compliant tactfully and ensure responsive problem solving for enquiries from branches and other units/ parties within benchmark
• Participate in system enhancement and process improvement, digitization and transformation
• Ensure all risk and compliance standards are maintained
• Ensure daily operations are in line with operational procedures and group policies
  

• Post secondary or above, preferably degree holder in any disciplines
• Minimum 2 years experience in consumer banking operations;
• Practical experience in banking operations to handle external enquiry from law enforcement agencies, various court order, bankruptcy/ winding up procedures, deceased cases and consumer banking operations is highly preferred
• Knowledge of banking practices and procedures
• Good sense of risk awareness
• Good communication skills and speak fluent Cantonese and English
• Proficiency in MS Office
• Candidate with less experience will also be considered
  

• en
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Other
• Industries Banking, Financial Services, and Investment Banking

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Get notified about new Senior Customer Service Officer jobs in Kowloon, Hong Kong SAR .

Kwun Tong District, Hong Kong SAR 6 months ago

Kowloon City District, Hong Kong SAR 2 months ago

Kwun Tong District, Hong Kong SAR 4 days ago

Kowloon City District, Hong Kong SAR 4 days ago

Kowloon City District, Hong Kong SAR 5 months ago

Kowloon City District, Hong Kong SAR 5 months ago

Kwun Tong District, Hong Kong SAR 1 month ago

Kowloon City District, Hong Kong SAR 5 months ago

Kowloon City District, Hong Kong SAR 5 months ago

Kwun Tong District, Hong Kong SAR 1 year ago

Kowloon City District, Hong Kong SAR 6 days ago

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Join to apply for the Retail Banking Operation Head - Operations Management Department role at Industrial and Commercial Bank of China

1 week ago Be among the first 25 applicants

Join to apply for the Retail Banking Operation Head - Operations Management Department role at Industrial and Commercial Bank of China

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Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) – currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.

Responsibilities

• Manage daily operational activities of Credit Card Settlement, ATM Settlement, Time Deposit, Faster Payment System (FPS) and Autopay Operations.
• Formulate strategic plans for the section to meet with service and operational goals set by the management
• Monitor and review the set up, maintenance and updates of the processing systems and operating procedures of the section
• Implement operations policies and procedures of the section to ensure they are carried out in proper manner and are strictly followed by branches and the staff in the section
• Assist Department Head to handle personnel functions including hiring and training to ensure the smooth running of the Department
• Co-ordinate with Transaction Processing Centre Head to maintain a good operational control and branch activities
• Work with Retail Banking Product Team to advise on new products operational design
• Provide operations support to AML Compliance Officer on AML activities and new account opening
  
  

• University graduate or equivalent academic achievement
• At least 8-10 years corporate banking experience of which 6-8 years are in operations management position
• In-depth knowledge of corporate banking products/ services and their operational activities
• Knowledge of the regulations and procedures of Hong Kong Interbank Clearing Ltd (HKICL) and CCASS from the Hong Kong Security Clearing Co (HKSCC)
• Strong leadership and decision making skills
• Excellent managerial and planning skills
• Initiative, systematic, active and energetic
• Good communication skills and fluent in both spoken and written Chinese (Mandarin and Cantonese) and English
  
  

• Seniority level Director

• Employment type Full-time

• Job function Finance
• Industries Banking

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Kowloon City District, Hong Kong SAR 2 weeks ago

Kowloon City District, Hong Kong SAR 4 days ago

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Join to apply for the Retail Banking Operation Head - Operations Management Department role at Industrial and Commercial Bank of China

1 week ago Be among the first 25 applicants

Join to apply for the Retail Banking Operation Head - Operations Management Department role at Industrial and Commercial Bank of China

Get AI-powered advice on this job and more exclusive features.

Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) – currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.
Responsibilities

• Manage daily operational activities of Credit Card Settlement, ATM Settlement, Time Deposit, Faster Payment System (FPS) and Autopay Operations.
• Formulate strategic plans for the section to meet with service and operational goals set by the management
• Monitor and review the set up, maintenance and updates of the processing systems and operating procedures of the section
• Implement operations policies and procedures of the section to ensure they are carried out in proper manner and are strictly followed by branches and the staff in the section
• Assist Department Head to handle personnel functions including hiring and training to ensure the smooth running of the Department
• Co-ordinate with Transaction Processing Centre Head to maintain a good operational control and branch activities
• Work with Retail Banking Product Team to advise on new products operational design
• Provide operations support to AML Compliance Officer on AML activities and new account opening
  

• University graduate or equivalent academic achievement
• At least 8-10 years corporate banking experience of which 6-8 years are in operations management position
• In-depth knowledge of corporate banking products/ services and their operational activities
• Knowledge of the regulations and procedures of Hong Kong Interbank Clearing Ltd (HKICL) and CCASS from the Hong Kong Security Clearing Co (HKSCC)
• Strong leadership and decision making skills
• Excellent managerial and planning skills
• Initiative, systematic, active and energetic
• Good communication skills and fluent in both spoken and written Chinese (Mandarin and Cantonese) and English
  

• Seniority level Director

• Employment type Full-time

• Job function Finance
• Industries Banking

Referrals increase your chances of interviewing at Industrial and Commercial Bank of China by 2x

Kowloon City District, Hong Kong SAR 2 weeks ago

Kowloon City District, Hong Kong SAR 4 days ago

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Join to apply for the Change Business Analyst (Senior Consultant), Managed Services (Banking Focused) role at KPMG China

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Join to apply for the Change Business Analyst (Senior Consultant), Managed Services (Banking Focused) role at KPMG China

KPMG China provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients’ needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment and community. At KPMG, you’ll translate insights into action and reveal opportunities for all—our teams, our clients and our world.

Service Line Overview

KPMG Managed Services brings together the firm’s subject matter expertise, proprietary technology and tools and deep operations capability to provide an innovative and cost effective solution for clients seeking to outsource either a one-off remediation or an ongoing BAU process. We operate across multiple industries, geographies and processes and have particular experience in complaint handling, claims processing and client due diligence.

Business Analyst required to join KPMG Managed Services Change team. While this role will focus on technical and operational change, the scope of the work covers the complete SDLC across development in finance divisions. We are looking for a Business Analyst with solid understanding of banking

operations and financial products.

Key Responsibilities

• Collaborate with stakeholders and functional groups to establish project scope and define business needs for platform upgrades.
• Conduct business analysis, prepare user stories, define workflows, and provide recommendations for process enhancements and system upgrades.
• Manage stakeholder communication throughout the Change Request lifecycle to ensure progress updates and timely issue resolution.
• Maintain comprehensive documentation including plans, requirements, test scripts, and implementation strategies.
• Partner with Technology Architect and development leads to design and implement technology platforms aligned with business requirements.
• Define project scope, goals, and deliverables in collaboration with cross-functional teams, maintaining the projects' roadmap and milestones.
• Identify and manage project risks and issues, ensuring timely resolution and stakeholder involvement.
• Develop and maintain project documentation, ensuring alignment with quality standards and business objectives.
• Conduct business analysis to identify process improvements and optimization opportunities.
• Partner with IT and vendors to design, develop, and enhance solutions combining system, data, and digital tools to address business needs.
• Provide support for the Finance systems to ensure smooth operation for end users.
  
  
  

• Minimum of 5 years of professional experience with hands-on involvement in Business Analysis on large Digital programs in a fast-paced MNC or startup environment.
• Strong Interpersonal and communication Skills, with proficiency in both English and Cantonese languages.
• Previous experience working with clients in the BFSI sector would be highly advantageous.
• Ability to work with data-driven insights while maintaining a user-centered approach.
• Excellent problem-solving and communication skills.
• Demonstrated capability to think creatively and outside the box.
• Proficiency in assessing and implementing digital tools and technologies such as cloud platforms, data analytics, and automation tools.
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Research, Analyst, and Information Technology
• Industries Professional Services

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New Territories, Hong Kong SAR 2 weeks ago

Hong Kong, Hong Kong SAR HK$5,000 - HK 65,000 1 week ago

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Join to apply for the Executive Investment Counselor - Private Banking and Trust Services (HK) role at Hang Seng Bank

1 week ago Be among the first 25 applicants

Join to apply for the Executive Investment Counselor - Private Banking and Trust Services (HK) role at Hang Seng Bank

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Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Executive Investment Counselor , reporting to Market Head.

Principal Responsibilities

• Provide timely, all-rounded wealth advisory services to Private Banking and Trust Services clients that support frontline staff to achieve and exceed the assigned business targets
• Work very closely with various product owners to get hold of the most updated and relevant wealth management solutions
• Provide topical market and strategy updates to sales teams on a regular basis
• Raise the awareness on the latest regulatory or Group compliance requirements to frontline sales staff for their professional development
• Proactively communicate sales propositions and investment opportunities
  
  
  

• University degree with passes in the Hong Kong Securities Institute Licensing Examinations OR professional qualifications such as CFA, CFP or CFMP preferred
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Proven experience in selling investment and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage
• Candidate who are less experienced will be considered as Investment Counselor
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

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Central & Western District, Hong Kong SAR HK$1,200,000.00-HK$,800,000.00 1 week ago

Central & Western District, Hong Kong SAR 2 weeks ago

Wan Chai District, Hong Kong SAR 3 weeks ago

Eastern District, Hong Kong SAR 3 days ago

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