Formulate and implement localized sales and marketing plans to achieve the assigned business targets, as well as direct and manage the operation of the centre to maximize service quality and productivity
Develop relationship management systems and implement various customer loyalty programs to maximize customer loyalty and monitor customer attrition rate
Organize product briefing, experience sharing and role play sessions to enhance team members’ product/ investment knowledge and selling skills
Manage operational risk, including its identification, assessment, mitigation and controls, loss identification and reporting by observing the relevant policies and guidelines issued by the Bank and the Group
Requirements
University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP
Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
Minimum 10 years of sales experience including 5 years in managing the portfolio of high net worth customers
Good communication, interpersonal and analytical skills
Strong self-motivation and drive to succeed, with ability to work under pressure
Proficiency in both English and Chinese
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers and manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Able to inspire others to achieve their goals/ambitions in a variety of situations
