Position Details

Customer Relationship Manager
Post Date 15/11/2024
Division Retail Banking
Department/Branch Branch
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Reporting to the Branch Manager, you will be responsible for providing excellent service to VIP Banking customers to satisfy their wealth management needs.

 

Job Responsibilities:

  • Meet and exceed sales targets assigned
  • Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs
  • Acquire new VIP Banking customers through proactive sales acquisition effort
  • Grow existing portfolio through deepening of customer relationship and work to increase share of wallet
  • Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
  • Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts
  • Work with product specialists where appropriate to provide services to VIP Banking customers
  • Conduct operational procedures in a compliant manner by following the Bank's policy and procedures

 

To meet the challenge, you should possess the following qualifications and attributes:

  • Degree holder
  • Minimum 2 years' experience in selling wealth management products for high net worth customers
  • Professional licensing qualifications per local regulatory bodies requirement
  • Comprehensive products knowledge on portfolio management and financial markets
  • Sound compliance knowledge related to investment products sales
  • Excellent interpersonal and communication skills
  • Good command of both written and spoken English and Chinese


Please note that only shortlisted candidates will be notified.

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