VIP Banking Associate

4 weeks ago


Central And Western District, Hong Kong SAR China International Executive Service Corps Full time
VIP Banking Associate (VIP Services focus)

Post Date

11/06/2024

Division

Retail Banking

Department/Branch

BranchTo provide excellent service to VIP banking customers to satisfy customers' wealth management needs through proactive business solicitation and relationship buildingMain Responsibilities:Introduce, demonstrate and cross-sell mainly for wealth management products and services to customersEnhance and deepen customer relationship through the execution of proactive relationship building and selling activitiesP enetrate products utilization and cross-sell products mainly on wealth management productsAddress customer needs through cross-selling on need basis and if necessary, make referrals as appropriateRequire to achieve the predetermined sales goals in view of increased customer demand and keen market competitionProvide professional service in selling of wealth management product by strictly adhering to sales process guidelinesWork with product specialists where appropriate to provide services to VIP customersConduct operational procedures in a compliant manner by following the Bank's policy and proceduresSupport branch members as requiredRequirements: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 & 3Candidates with less experience will also be considered as Relationship Officer, VIP Banking.

Please note that only shortlisted candidates will be notified.

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