Scope of Role:



Customer sales and service


职责范围：
客户销售与服务

Key Responsibilities/Challenges:
Deliver allocated performance targets for various product VSs.
· Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met
· Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
· Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
Accountable for implementing and complying with AML requirements when performing duties
Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
Keep updated on the events in the financial industry.
Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
Ensure timeliness & managing customer’s complaint.


主要工作职责/挑战：
实现领导安排的各个产品的业绩指标
维护与客户的关系并提供卓越的客户服务以确保满足客户需求
通过扩大现有客户的投资组合加强客户与我行的关系
积极参与优先理财/其它银行营销项目，以获取新客户。另外，向现有客户进行交叉销售。
主动发现具有“优先理财”资质的个人理财客户, 并发掘其投资理财需求
负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。
遵循银行的管理手册，操作手册和所有部门相关产品的既定政策。
学习并了解一切相关条例以及内部风险与合规的政策与程序
保持对金融行业相关动向的敏感。
积极参与银行组织的培训项目，会议和简报会，并保证将学习到的技能和知识运用到日常工作中。
确保客户投诉的时效与管理




Selection Criteria:
A University graduate.
1 year or above working experience in financial industry, acting in good faith and professional ethics.

Have a good command of knowledge about wealth management sales activities related regulations.

Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
Good investment counseling and analytical skills.
Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
Team player who shows initiative and assertiveness.
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
Good command of both spoken and written English and Mandarin
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职位要求：
大学本科学历。
从事金融工作1年以上，具备良好的诚信记录及职业操守。

熟悉理财业务活动及理财产品销售相关的法律法规。

熟悉银行产品、服务、银行程序、股票市场、单位信托以及其它个人投资服务。
具备良好的投资咨询和分析技巧。
出色的人际关系能力和沟通能力，能在复杂场合应付自如。
具有团队意识，主动坚定。
有上进心，能自我激励，不断提高人际交流能力和技巧，以满足工作要求。