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Wealth Specialist Chong Hing Bank Ltd
Wealth Specialist Chong Hing Bank Ltd
Job Highlights
  • Provide skill coaching to branch sales staff
  • Ensure all sales staff follow branch procedures
  • University graduate in Finance, Business
Job Description


  • Act as the specialist in the field of wealth products and provide technical support and skill coaching to sales staff within designated area/cluster in order to achieve the business targets.
  • Increase productivity of sales staff through conducting pre-case study and engaging in joint servicing/sales calls with customers.
  • Keep abreast of market changes and provide timely market and product update to both sales staff and customers.
  • Ensure all sales staff follow branch procedures and assure their service quality are in compliance with regulatory requirements.
  • Work in collaboration with Area Managers to support and contribute to sales & service quality improvement
  • Work closely with frontline relationship management and branch sales staff/management on business planning to achieve business goals


  • University graduate in Finance, Business or related disciplines
  • Minimum 5 years’ relevant experience in retail banking sales and specialist role
  • Qualified under SFO for handling regulated activities Types 1 & 4 and HKFI for insurance products
  • Strong investment & insurance products knowledge including equities, unit trust, bonds and treasury products
  • With ability to be a solution-partner to Relationship Managers
  • Strong leadership with effective coaching and interpersonal skills

We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O. Box 2535, HK , or by clicking Apply Now. Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes. Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.

Additional Information
Career Level
Years of Experience
5 years
Employment Type
Full Time, Permanent
Dental insurance, Five-day work week, Life insurance, Medical insurance
Company details

Chong Hing Bank is a well-established, listed commercial bank in Hong Kong and a member of Yuexiu Group, which is one of the leading state-owned enterprise groups in Guangzhou in terms of economic efficiency. We are committed to actively developing our business in Hong Kong and the Mainland. To cope with our rapid growth, we are now inviting high calibre candidates to join us in our pursuit for success.