Wealth Management Sr. RM
Job Description
⚫ Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
⚫ Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
⚫ Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
⚫ Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements 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
Job Requirements
⚫ To be successful in the role, you should meet the following requirements:
⚫ University level education, preferably in finance, business or a related discipline
⚫ Experience in client facing environment, with excellent relationship building capability
⚫ Strong sales and customer orientation, with good communication and interpersonal skills
⚫ High level of customer centricity mindset with dedication to deliver exceptional quality services
Sophia Zhang
Sr. Business Manager- Banking & Financial Services, China