Job No.: 493866
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Business Development, Customer Services, Relationship Management
Responsibilities:
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Champion the one-stop personal banking services at branches
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Explore and develop long-term banking relationships with customers
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Identify existing and prospective customers' needs of financial services, including both products & services
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Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to bank account opening, mortgage, credit card, personal loan, insurance and other banking products & services
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Positively contribute and build the Branch's teamwork and team-spirit
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Support branch operations, including but not limited to the coordination and liaison with other internal departments of the Bank
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Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
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Educate and train juniors, if needed
Requirements:
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University degree or equivalent
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CSM with qualifications in IIQE will be preferred (or pass IIQE 1、2、3 before probation)
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PBM with qualifications in IIQE 1、2、3 & HKSI 1、7、8
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Sound knowledge and at least 2 years' solid experiences in retail banking products & services
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With strong sales and service orientation with outgoing personality and good communication skills, previous CS experiences a definite advantage
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Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
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Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
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Highly sensitive to customers' needs, able to provide quality services in exploring and fostering banking relationships among personal and corporate customers
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Proactive, mature, independent, customer-focused, and pleasant
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Proficient in both spoken and written English and Cantonese, Putonghua a definite plus