Chasseur Pro Executive Consultant Limited
Private Bank Relationship Manager / Investment Consultant / Branch Manager (EW)
13-Nov-2024
Ref:OL02015514
Full Time
Branch Manager
Responsibilities 
  • Lead branch staff to implement sales and business development strategies for achieve branch business targets
  • Lead and monitor the standards of service of branch staff to ensure professional customer services
  • Enforce established operation procedure to mitigate operational risks and ensure strict sales compliance
Requirements: 
  • Basic Salary around $50K to $80K
  • Degree holder
  • 4 years branch banking experience
Private Bank Relationship Manager
  • Provide excellent service to ultra high net worth clients;
  • Performing and executing a broad range of banking and investment transactions for Private Banking clients;
  • Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.
Investment Consultant  (Banking, 40K - 60K subject to experience)
  • To provide professional support and coach branch marketing staff to meet their investment targets
  • To boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  • To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
  • To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
  • To participate in joint marketing calls with frontline marketing staff to act as investment product specialist
Junior Investment Consultant  (Banking, 30K to 38K subject to experience)
  • Provide market insights & Investment advises to the bank and frontline staffs
  • To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
  • Drive investment business, by coaching, advisory and updated information
  • Support joint-call meetings, clients portfolio review, sales activities and promotions

 



 

 



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