Wealth Management Relationship Professional
1 month ago
We are seeking a skilled Wealth Management Relationship Professional to join our team at Dah Sing Bank. This role is ideal for individuals who thrive in a fast-paced environment and possess excellent communication skills.
Job PurposeThe primary objective of this position is to provide exceptional service to VIP banking customers, catering to their wealth management needs through proactive business solicitation and relationship building.
Main Responsibilities- Deliver personalized solutions to clients by introducing, demonstrating, and cross-selling wealth management products and services.
- Enhance customer relationships through proactive relationship building and selling activities, ultimately driving sales growth.
- Penetrate product utilization and cross-sell wealth management products to existing clients, increasing overall revenue.
- Address customer needs by providing tailored recommendations and making referrals as necessary.
- Achieve predetermined sales goals in a highly competitive market, driven by increased customer demand.
- Provide professional service in selling wealth management products by adhering to established sales process guidelines.
- Collaborate with product specialists to deliver premium services to VIP customers.
- Ensure operational procedures are conducted in a compliant manner, adhering to the bank's policies and procedures.
- Support branch members as required, fostering a cohesive team environment.
- Hold a university degree or secondary education with 1-2 years of experience in the banking industry, preferably with experience in selling insurance products.
- Possess IIQE paper 1, 2 & 3 qualifications.
- Consideration will also be given to candidates with less experience, who may be considered for the position of Relationship Officer, VIP Banking.
The estimated annual salary for this position is HKD 550,000 - HKD 650,000, commensurate with experience. The exact compensation package will be discussed during the interview process.
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