-Identify client financial needs through a “customer needs-based profiling” and bridge their financial gaps with wealth management products from appropriate channels such as: insurance, deposits, unit trusts, mortgages etc
-Vigorously source/develop new business from referral networks both internally and externally
-Up-sell or cross-sell to existing and prospective customers through road shows, referrals, tele-consulting, banking in-branch activities and follow-up with appointments
-Ensure that current and prospective clients have a consistent and superior banking experience through delivery of excellent customer service
-Meet assigned revenue, balance sheet growth, referral and activity targets
-Participate in Local Area Marketing activities and maintain a database of prospects for tracking and analysis.
-Action day-to-day operational and administrative tasks as assigned by the Team Manager e.g. daily reporting, deposit processing, compliance checks, client account instructions
-Comply with established policies and procedures to ensure the confidentiality and security of bank and client assets and information
-Maintain a high standard of ethics and conduct for sound banking operations, business success and the bank’s reputation
Requirements:
-At least 1 year of relevant experience in consumer banking sales preferred
-Proven track record in excellent Sales performance
-Good relationship management skills
-Strong business acquisition skills
-Candidates with CFMAS 1B. M5, M6, M8, M9, HI will be advantageous
-Analysis/ problem solving skills
-Service Quality assurance
-Sales ability/ persuasiveness
-Building positive working relationships
-Effectively bilingual in English and Chinese so as to communicate successfully with our
global customers
-Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, Business Studies/Administration/Management or equivalent.
-At least 2 year(s) of working experience in the related field is required for this position.
-Preferably Junior Executives specializing in Banking/Financial Services, Sales - Corporate or equivalent.
-Full-Time positions available.
If you wish to apply for the above position, please kindly forward your resume including your date of availability and expected salary to: christie@recruitstrategy.com
