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VIP Banking Associate

2 months ago

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

About Dah Sing Financial Group

The Dah Sing Financial Group is a leading financial services organization in Hong Kong offering banking, insurance, financial, and other related services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.

Our Culture

We value a culture that fosters a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.

Job Purpose

To provide exceptional service to VIP banking customers, satisfying their wealth management needs through proactive business solicitation and relationship building.

Main Responsibilities

  • Introduce, demonstrate, and cross-sell mainly wealth management products and services to customers.
  • Enhance and deepen customer relationships through the execution of proactive relationship building and selling activities.
  • Penetrate product utilization and cross-sell products mainly on wealth management products.
  • Address customer needs through cross-selling on a need basis and, if necessary, make referrals as appropriate.
  • Meet predetermined sales goals in view of increased customer demand and keen market competition.
  • Provide professional service in selling wealth management products by strictly adhering to sales process guidelines.
  • Work with product specialists where appropriate to provide services to VIP customers.
  • Conduct operational procedures in a compliant manner by following the Bank's policy and procedures.
  • Support branch members as required.

Requirements

  • University degree with 1 year or secondary education with 2 years' experience in the banking industry and experience in selling insurance products is preferable.
  • IIQE paper 1, 2 & 3.
  • Candidates with less experience will also be considered as Relationship Officer, VIP Banking.