Job Description:

• Analyze customer portfolios to find cross-selling opportunities for investment products.
• Participate in promotion programs to attract new clients and retain existing ones.
• Collaborate with Customer Relationship Managers to achieve sales targets through joint-call activities.
• Maintain excellent customer service and respond positively to requests.
• Share sales strategies and provide briefings on investment products to support branch sales.
• Conduct tele-prospecting to identify new business opportunities and follow up with customers, ensuring compliance and market updates for the sales team.

Requirements:

• University degree in Business Administration or other relevant qualification
• Minimum 3 years’ relevant experience in retail banking, with good knowledge of investment products
• Proficiency in both English and Chinese
• Advocate of openness, able to create a cohesive teamwork and inspire others
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

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Interested candidates, please submit your FULL RESUME stating current and expected monthly salary by clicking Apply Now