Wealth Management Officer

Junior (less than 3 years)

Technical Skills

  • CRM
  • Customer Service
  • Marketing
  • Training

Job Description

Wealth Management Officer


  • Promote full range of banking and investment products to customers
  • Solicit new businesses and maintain long-term relationship with customers
  • Handle investment enquiries from customers
  • Provide quality services to customers and satisfy their financial needs


  • University degree in any disciplines, preferably major in Business, Finance or Marketing
  • Minimum 1 year's banking experience in promoting retail products
  • Pass in HKSI and IIQE Licensing Examinations
  • Excellent customer service and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both written and spoken English, Chinese and Putonghua
  • Intensive training on investment products will be provided
Employment TypeFull-time
Career LevelJunior (less than 3 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)