VIP Banking Associate (VIP Services focus)

Job Purpose:

To provide excellent service to VIP banking customers to satisfy customers’ wealth management needs through proactive business solicitation and relationship building

Main Responsibilities: 

• Introduce, demonstrate and cross-sell mainly for wealth management products and services to customers
• Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities
• Penetrate products utilization and cross-sell products mainly on wealth management products
• Address customer needs through cross-selling on need basis and if necessary, make referrals as appropriate
• Require to achieve the predetermined sales goals in view of increased customer demand and keen market competition
• Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
• Work with product specialists where appropriate to provide services to VIP customers
• Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures
• Support branch members as required

Requirements:

• University degree with 1 year or secondary education with 2 years’ experience in banking industry and experience in selling insurance products is preferable.
• IIQE paper 1, 2 & 3
• Candidates with less experience will also be considered as Relationship Officer, VIP Banking.

The position you are applying for falls under the Mandatory Reference Checking Scheme.  You can learn more information by visiting the following link:https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2