Working closely with Business Development Managers to ensure smooth hand-over and partnership in managing customer experience
Up-sell, cross sell and provide regular market updates for investment and insurance products to customers
Contribute to the bottom-line of Premier Banking through the accomplishment of revenue and growth targets
Constantly identifying customer’s needs and opportunities
Provide quality and professional services to wealth customers, ensuring superior customer service and contribute to the overall customer experience of Premier Banking
Develop and entrench in the relationship with the customers, acquiring New-to-bank customers through existing customers
Compliant with local laws, regulations, bank’s policies, including risk management policies and procedures
Requirements:
Degree holder
A pass in HKSI 1,7,8 and IIQE 1,2,3 will be an advantage;
At least 5 years of sales experience, preferably in a Banking environment
Team player, sales-driven with good interpersonal skills
Sound knowledge of banking products, such as insurance and wealth management products in mainland, Hong Kong and Singapore
Proficiency in MS office applications
Good presentation and communication skills
Good command of written and spoken English and Chinese (Putonghua)
Able to adapt well in a sales and service oriented environment
In-depth appreciation of mainland culture and practices. Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome