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Customer Relationship Manager

Dah Sing Financial GroupHong Kong

30+ days ago

Job description

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 :

Degree 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

Please note that only shortlisted candidates will be notified.

Job ID 1625

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Relationship Manager • Hong Kong

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