Affluent Customer Relationship Specialist
6 days ago
Job Summary
">The Bank of Communications (Hong Kong) Limited is seeking an Affluent Customer Relationship Specialist to join our team, responsible for managing a portfolio of high net worth clients and expanding our existing client base through effective marketing strategies.
">Key Responsibilities
">- Develop and implement comprehensive wealth management strategies to meet the needs of high net worth clients;
- Build and maintain strong relationships with clients, understanding their financial goals and objectives;
- Stay up-to-date with market trends and regulatory changes to ensure compliance and optimize investment opportunities;
Requirements
">To be successful in this role, you will need:
">- A degree holder or above, with minimum 5 years' experience in wealth management or a related field;
- Proven track record of delivering exceptional client service and meeting sales targets;
- Strong analytical and problem-solving skills, with ability to think critically and make informed decisions;
Candidates with more experience will be considered as Senior Customer Relationship Specialist.
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