锦鲤求职岗位描述
Establish and strengthen relationship with existing Prestige customers to build and enlarge the Prestige customer portfolio by providing retail banking services, quality after-sales services and encouraging MGM from existing customers. Achieve various business expectations assigned by management by growing mass affluent customer segment and providing a series range of retail banking services including general banking services, wealth management solutions to fulfill dynamic customer needs. Proactively manage a complex portfolio of customers, becoming a trusted advisor to lead strategic dialogues with customers at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions. Follow bank's client portfolio reshuffle mechanism and performance management mechanisms to grow the cross-selling opportunities and uplift sales capabilities Provide excellent sales and services to maximize customer satisfaction by ensuring Prestige customers' orders / requirements are executed / met in a professional manner and ensure the whole sales process is compliant. Facilitate common customer's service needs within HACN's cross-border service scope and local regulatory requirements. Satisfy customer's financial needs e.g. by conducting financial planning discussions and reviews with customers, communicating with relevant department to offer the customers customized products. Co-work with IS, IC and counter team to satisfy customers' financial needs. Ensure strict compliance with external regulations and internal policies / guidelines issued by 1st LoD, 2nd LoD and 3rd LoD, etc during sales process and daily operations. Ensure to conduct products sales and service processes by adhering to internal/external requirements and guidelines Ensure all compliance, control measures and conduct operational risk management for business development force are undertaken University graduate in Business Administration, Finance, Risk Management or related discipline Strong customer service orientation, out-going and aggressive personality, good communication and interpersonal skills, ability to work under pressure Proficiency in both English and Chinese, with good knowledge of PC application software 3 -5 years' related experience in banking area Able to work under pressure and independently Strong learning and organizational ability