Responsibilities:
- Explore Taiwanese and/or PRC business opportunities and fulfil customer banking / financial needs by providing professional and exceptional customer service
- Identify Taiwan and/or PRC customer needs through account opening KYC and ongoing CDD review, credit monitoring with Relationship Managers
- Cultivate long-term relationship with Taiwan and/or PRC customers and explore new business opportunities
- Penetration of banking products/ service wherever satisfying best customer outcome, which includes investment & insurance products and securities services.
- Facilitating Branch Manager and Relationship Managers for a comprehensive account planning that includes growth of loan, deposits & fee incomes as well as ensure satisfactory risk management of Taiwan and/or PRC customers and portfolio within the Branch and Cluster responsible for.
- Assist to prepare, track and be accountable for monthly reports presented to SCSB as well materials for quarterly Tri-Bank meeting.
Requirements:
- Degree holder in Business/Finance or related discipline, professional qualification of ECF-RWM is preferred
- Minimum 4 years of relevant experience in investment & life insurance sales / relationship manager or being familiar with corporate & investment banking
- Experience in handling Taiwanese and/or PRC business
- Qualified individual to carry out regulated activities in insurance and investment
- Self-motivated, customer-centric and able to work under pressure
- Strong interpersonal, relationship management and communication skills
- Good command of spoken and written English and Chinese, including Putonghua
The employment is subject to Mandatory Reference Checking Scheme. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks) .