Key Responsibilities
- Acquiring New Customers and facilitate the customer to complete the forms (Account Opening)
- Manage and build relationship with new and existing customers to maximize the cross-selling, up to date KYC, to support/facility customers’ transactions such open new accounts, transfer etc. Meeting/visitation/entertainment to established new business opportunities
- To be assistant Relationship Manager to established products program, sales package to supporting branches such provide training, monitoring, BAU support, cross-selling and referral
- Branding and awareness to Public
- Business development initiatives such membership benefits, corporation under PB scheme
- Keep up-to-date the competitors’ information, including their products, services and other marketing activities.
- Make appointment and conduct sale presentation to promote private banking service and other products to potential customers.
- Keep up-to-date with Bank’s marketing activities, products & services, and its product and market proposition to ensure both new and existing customers could be well educated and leveraged as much as possible the opportunities to support their businesses.
- Other tasks assigned by Managements
Qualification/Experience Profile
- A university degree in banking, marketing, business studies or related fields
- Having experience in sales or Banking/Financial services (management role) at least 1 year
- Proven ability to motivate and lead the sales team
- Females are encourage to apply
- Broad understanding how bank operates
- Strong negotiated and comprehensive selling skills
- Good in English/Chinese communication
- Planning and organizing
- Excellent communication and listing Skills
- Information and task monitoring Problem identification and problem solving
- Flexibility & Adaptability

