Business Development Manager for High Net Worth Clients
20 hours ago
About Dah Sing Financial Group
The Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking, insurance, and related services through its extensive network.
We foster a culture of caring, teamwork, and progressiveness. Our unique approach acknowledges individual differences in talent but shares a collective capacity for growth. Our goal is to create an environment where you can be your authentic self and contribute to something meaningful beyond just a job.
You will report directly to the Branch Manager, providing exceptional service to our esteemed VIP Banking customers by meeting their wealth management needs.
Key Responsibilities:- Meet and Exceed Sales Targets: Achieve assigned sales targets while maintaining high standards of customer satisfaction.
- Customer Needs Assessment: Understand and address customers' financial requirements for selling and cross-selling banking products that meet their needs.
- New Business Acquisition: Proactively identify and acquire new VIP Banking customers.
- Relationship Growth: Deepen existing relationships and increase share of wallet with current customers.
- Service Quality: Provide professional service in selling wealth management products by adhering to established sales processes.
- Customer Maintenance: Maintain disciplined customer contact and ensure excellent service quality.
- Collaboration: Work with product specialists to provide comprehensive services to VIP Banking customers.
- Compliance: Conduct operational procedures in compliance with the Bank's policy and procedures.
To succeed in this role, you should possess the following qualifications and attributes:
- Education: Degree holder from a recognized institution.
- Experience: Minimum 2 years of experience in selling wealth management products to high net worth clients.
- Licenses and Certifications: Professional licensing qualifications as per local regulatory bodies' requirements.
- Product Knowledge: Comprehensive understanding of portfolio management and financial markets.
- Compliance Knowledge: Sound knowledge of investment products sales compliance.
- Interpersonal Skills: Excellent interpersonal and communication skills.
- Language Proficiency: Good command of both written and spoken English and Chinese.
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