Provide financial solutions to customers to achieve business targets on wealth management (investment & insurance)
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
Professional qualification of ECF-RWM is preferred
Strong analytical and problem solving skills
Highly driven, dedicated, pragmatic, result-oriented with a can-do attitude
Superb verbal, written and interpersonal communication skills
