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Customer Relationship Manager
Dah Sing Financial GroupHong Kong14 days ago
Job descriptionDegree holder Minimum 2 years' experience in selling wealth management products for high net worth customers Professional licensing qualifications per local regulatory bodies requirement Soundpliance knowledge related to investment products sales Excellent interpersonal andmunication skills Goodmand of both written and spoken English and Chinese
Responsibilities
- Meet and exceed sales targets assigned
- Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs
- Acquire new VIP Banking customers through proactive sales acquisition effort
- Grow existing portfolio through deepening of customer relationship and work to increase share of wallet
- Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
- Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts
- Work with product specialists where appropriate to provide services to VIP Banking customers
- Conduct operational procedures in apliant manner by following the Bank's policy and procedures
To meet the challenge, you should possess the following qualifications and attributes :
Please note that only shortlisted candidates will be notified.
Job ID 1625
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Relationship Manager • Hong Kong