Relationship Development Specialist

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

As a key member of our team at Dah Sing Bank, you will play a vital role in driving new business growth and strengthening customer relationships.

Job Responsibilities:

  • Meet and exceed sales targets assigned by management;
  • Conduct proactive outbound calls to customers and invite them to open new bank accounts, including securities/investment accounts, VIP Banking, and YOU Banking;
  • Ensure the activation of securities/investment accounts by inviting customers to perform their first investment transaction;
  • Successfully onboard activated accounts to Sky RM units for further relationship management;
  • Cross-sell other products as directed by the Bank and create referrals to branch colleagues or other departments as necessary;
  • Maintain accurate records using prevailing branch systems;
  • Uphold the Bank's brand image by conducting tasks professionally and interacting with customers courteously;
  • Handle customer inquiries and provide relevant services within your capacity, referring complex issues to relevant parties when necessary;
  • Participate in local promotional activities to promote the Bank's products and services.

Requirements:

  • A university degree or secondary education with 2 years' experience in banking frontline customer service;
  • Passes in HKSI paper 1, 7 & 8, holders of IIQE paper 1, 2 & 3 have an advantage;
  • Excellent written and spoken English and Chinese language skills;
  • Estimated annual salary: $240,000 - $360,000.

About Us:

Dah Sing Bank is committed to providing exceptional customer service and innovative financial solutions. Our team members are dedicated professionals who strive to deliver outstanding results.



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