Responsibilities:

• Working closely with Business Development Managers to bring in new business and ensure smooth hand-over and partnership in managing customer experience
• Up-sell, cross sell and provide regular market updates for investment and insurance products to customers
• Contribute to the bottom-line of Premier Banking through the accomplishment of revenue and growth targets
• Constantly identifying customer’s needs and opportunities
• Provide quality and professional services to wealth customers, ensuring superior customer service and contribute to the overall customer experience of Premier Banking
• Develop and entrench in the relationship with the customers, acquiring New-to-bank customers through existing customers
• Compliant with local laws, regulations, bank’s policies, including risk management policies and procedures

Requirements:

• Degree holder
• A pass in HKSI 1,7,8 and IIQE 1,2,3 will be an advantage;
• At least 5 years of sales experience, preferably in a Banking environment
• Proven track record in developing customer acquisition channels
• Team player, sales-driven with good interpersonal skills
• Sound knowledge of banking products, such as insurance and wealth management products in mainland, Hong Kong and Singapore
• Proficiency in MS office applications
• Good presentation and communication skills
• Good command of written and spoken English and Chinese (Putonghua)
• Able to adapt well in a sales and service oriented environment
• In-depth appreciation of mainland culture and practices. Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome

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