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VIP Client Services Manager

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time
VIP Client Service Delivery

The role of VIP Banking Associate is critical in providing tailored services to high net worth clients. You will be responsible for delivering exceptional customer experiences and driving revenue growth through proactive business development and relationship building.

Main Responsibilities:

  • Promote and sell wealth management products to meet client needs
  • Foster strong relationships with high net worth clients through targeted sales efforts
  • Identify opportunities to cross-sell wealth management products and increase customer utilization
  • Respond to client needs by offering suitable wealth management solutions
  • Meet sales targets in a highly competitive market
  • Deliver professional service in wealth management sales
  • Work closely with product specialists to ensure seamless delivery of services to high net worth clients
  • Maintain operational efficiency by adhering to the Bank's policies and procedures
  • Support branch colleagues as needed

Key Requirements:

  • Bachelor's degree or equivalent with 1 year or 2 years of secondary education in banking and insurance sales
  • Pass IIQE papers 1, 2 & 3
  • Candidates with limited experience may be considered for a Relationship Officer role