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Assistant Vice President, High Net Worth Team

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Job Industry Banking
EMPLOYMENT TYPES Full Time
SALARY Up to 60k
LOCATION Hong Kong
Date posted 2020-12-01
Job Ref. BBEA20201201B

Responsibilities

• To assist Team Head to achieve sales targets relating to the high new worth customer segment

• To generate new business for the branch

• To achieve / exceed individual sales target in light of meeting the needs of customers

• To identify customers’ needs and match their needs with appropriate products and services

• To provide excellent service in handling customer issues, product enquiries in a timely, problem-free and responsive manner

• To provide professional and appropriate advice in the best interests of customers and with regard to their unique circumstances

Requirements

• University graduate;

• HKSI (Paper 1, 7, 8 or equivalent), IIQE (Paper 1, 2, 3 or equivalent) & MPF

• Minimum of 5 years’ experience in banking sector

• At least 3 years of sales and marketing position in retail banking field, preferably with experience managing an affluent customer portfolio

• Sound knowledge in retail banking products & services and able to lead a team to ensure excellent services are provided

• Strong technical knowledge of the Bank’s products and services

• Good understanding of relevant branch policies, procedures, practices, rules and sales compliance requirements

• Good command of both spoken and written English and Chinese

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