About the role
Maximize new business and deepen existing customer relationships within the Priority Clients Segment. Conduct financial analysis, provide market updates, and manage sales targets. Requires strong understanding of Wealth Management and Banking, with experience in the Greater China Market.
BankingOnsiteRetail Banking
Key Responsibilities
- Conduct professional, consultative financial analysis with customers.
- Deepen customer relationships by providing market information and trend analysis.
- Develop monthly plans for achieving sales targets and customer acquisition.
- Participate in marketing and promotional activities for customer acquisition.
- Source and call on individual prospects.
- Provide quality, efficient after-sales services and manage client retention.
Requirements
- Understand core concepts of Wealth Management and Banking.
- CMFAS Exams.
- Good understanding and command of Mandarin.
- 5+ years of experience in Banking.
- Demonstrate good knowledge of the financial industry.
- Shows resilience, builds rapport, and has commercial acumen.