Customer Relationship Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Financial Group

We are a leading financial services group in Hong Kong, offering a range of banking, insurance, and financial services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are centered around caring, teamwork, and progressiveness, creating a unique culture that fosters growth and development.

Job Responsibilities

As a key member of our team, you will be responsible for delivering exceptional service to our VIP Banking customers, meeting their wealth management needs, and driving sales growth. Your key responsibilities will include:

  • Meeting and exceeding sales targets assigned by the Branch Manager
  • Developing a deep understanding of customers' financial needs to sell and cross-sell banking products
  • Acquiring new VIP Banking customers through proactive sales efforts
  • Growing existing portfolios by deepening customer relationships and increasing share of wallet
  • Providing professional service in selling wealth management products, adhering to sales process guidelines
  • Maintaining excellent service quality for VIP Banking customers and adhering to disciplined customer contact protocols
  • Collaborating with product specialists to provide services to VIP Banking customers
  • Ensuring operational procedures are conducted in a compliant manner, adhering to the Bank's policies and procedures
Requirements

To succeed in this role, you will need to possess the following qualifications and attributes:

  • Degree holder
  • Minimum 2 years' experience in selling wealth management products to high net worth customers
  • Professional licensing qualifications as required by local regulatory bodies
  • Comprehensive knowledge of 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

Please note that only shortlisted candidates will be notified.



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