- 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
- 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
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Customer Relationship Manager - Hong Kong, 香港 - Dah Sing Bank
描述
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:
To meet the challenge, you should possess the following qualifications and attributes:
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Hong Kong的Customer Relationship Manager从业者
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Leung Ting Duncan Lau
Property and Hospitality Management Professional
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Xianglin Li
香港大学金融硕士