Personal Financial Consultant, Chinese Bank

Personal Financial Consultant, Chinese Bank

Responsibilities

- Develop and implement comprehensive financial plans for clients.

- Provide expert advice on various financial products and services offered by the bank.

- Conduct detailed financial assessments of clients' current financial status, risk tolerance, and investment preferences.

- Recommend suitable products and services that align with clients' financial goals, ensuring compliance with regulatory requirements.

- Build and maintain strong relationships with clients to foster long-term loyalty and satisfaction.

- Collaborate with other departments within the bank to leverage cross-selling opportunities and enhance customer experience.

- Stay updated on industry trends, market conditions, and regulatory changes affecting financial products and services.

Requirements

- Bachelor's degree in Finance, Economics, Business Administration, or related field.

- Professional certification preferred.

- Proven experience in financial planning, wealth management, or a related field within the banking industry.

- Strong understanding of investment products, insurance policies, and financial regulations.

- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly and concisely.

- Bilingual in English and Chinese speaking and writing so as to liaise with both English and Chinese speaking customers effectively.