• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling and suitability assessments
• Proactively source, acquire and expand high value client relationship by maximizing sale and service opportunities
• Maintain and update accurate client information, and take ownership of all client requests and enquiries
• Meet individual and branch sales and revenue targets by maximizing each client interaction through proactive prospective activities such as lobby leadership, outbound calling, and marketing events etc.
• Acquire new clients through converting referral leads
• Provide support related to branch operational activities including account opening services, conducting CDD and KYC checks
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Requirements:

• Bachelor's degree holder with a minimum of 3+ years of Sales experience; preferably in Retail Banking. We also have other opportunities for those from Commercial or Private Banking backgrounds
• Proficiency in written and spoken Cantonese and English
• Strong analytical and problem solving skills
• Highly driven, dedicated, pragmatic, result-oriented with a can-do attitude
• Superb verbal, written and interpersonal communication skills