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Client Relationship Executive
2 months ago
About Wealth and Personal Banking (WPB)
Wealth and Personal Banking is a global initiative that integrates Retail Banking and Wealth Management with Global Private Banking, aiming to become a leading global wealth manager with substantial assets under management. Our dedicated professionals cater to millions of clients worldwide, offering a comprehensive range of services tailored to individual and family needs, as well as to business owners and high-net-worth individuals.
Role Overview
We are looking for a seasoned professional to enhance our team.
Key Responsibilities:
- Expand our Premier client base and foster enduring relationships with an assigned portfolio of Premier clientele.
- Oversee the total wealth of clients by aligning our financial and investment product offerings with their specific financial requirements.
- Advocate for our Premier Service to prospective clients, identifying their needs and referring them to other business units when suitable.
- Contribute to branch enhancement initiatives by providing valuable customer feedback and ensuring adherence to audit standards and quality assurance.
- 扩大卓越理财客户群,并与卓越理财客户建立长期关系
- 根据客户的财务需求提供合适的金融及投资产品服务,管理客户的财富
- 向潜在客户推广卓越理财服务,发掘他们的需求并且在适当的情况下推荐客户至其他业务部门
- 配合执行分行改进措施,反映客户的意见,并确保符合分行的运作要求和品质保证
Qualifications:
To excel in this position, candidates should possess the following:
- A university degree, preferably in finance, business, or a related field.
- Experience in a client-facing role, demonstrating exceptional relationship-building skills.
- Strong sales orientation and customer focus, complemented by effective communication and interpersonal abilities.
- A high level of customer-centric mindset with a commitment to delivering outstanding service quality.
- A solid understanding and keen interest in financial markets.
- A mature and independent approach, capable of performing well under pressure.
- Strong commercial acumen with excellent interpersonal skills.
- Fluency in both Mandarin and English.
- 本科及以上学历,金融、商科或相关学科更佳
- 具有前线客户服务经验,善于建立客户关系
- 具有优秀销售及客户服务技巧,善于沟通及人际交流
- 以客户为本,致力为客户提供优质服务
- 了解并对金融市场有浓厚兴趣
- 成熟独立,能在压力下有良好表现
- 具有出色商业思维及敏锐人际技巧
- 普通话及英语流利
