主要職責

• 與客戶建立有效的關係以保持和發展可持續的關係
• 根據集團運營模式建立和商定客戶聯繫策略,確定客戶的財務和其他銀行業務需求,與其他部門密切合作,確保客戶指令正確及時地執行
• 通過整理客戶反饋來改善客戶體驗,確定需要改進的領域,例如產品和服務的運營、管理、流程和競爭力
• 支援銀行分行高端客戶服務,解答客戶投資和保險產品問題以及提供專業意見反饋,並確保符合審計要求和質量保證

入職要求:

-          在金融機構為高淨值客戶服務的工作經驗/保險公司經驗

-          熟悉理財產品，包括投資和保險

-          以客戶為導向，能夠捕捉客戶的財務需求

-          持有相關保險、投資及強制性公積金牌照

-          良好的粵語, 普通話 和英語

-          大學教育，最好是金融、商業或相關學科

• Acquire new wealth management Banking customers and solicit business opportunities through cross-selling, referral and personal business connections
• Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers
• Grow and strengthen the wealth management of Banking group of sophisticated customers through deepening customers relationships and providing differentiated services
• Ensure all selling activities are in compliance with the bank’s guidelines
• Conduct Due Diligence Checking and “KYC” process for customers
• Execute investment product transactions for customers
• Assist in management business acquisition and marketing activities

Requirements:

• University graduate, preferably major in Business Administration, Accounting, Finance or Economics
• Qualified for registration as a Securities Intermediary (Relevant Individual)  and Insurance Intermediary (Technical Representative of Insurance Agent) of the Bank
• Qualified for PWMA is preferred
• Minimum 2 years' solid experience in serving high-net-worth customers
• Experience in developing cross border business / serving Mainland Chinese high-net-worth customers will be an advantage
• Well-planned, mature with excellent management skills
• Strong analytical skills and solid track record in developing relationships with customers
• Familiar with banking operations and related policies, legal and regulatory requirements
• Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin.

Don Nelson is an unique, fast growing and awarded recruitment services provider. We connected with hundreds of Multinational and Public Listed companies throughout the Asia Pacific.

Our subsidiary, Nelson Solutions, offers a broad range of services to our clients, ranging from mass recruitment projects, secondment & payroll services to Temporary & Contract projects. We place great emphasis on a fast and accurate response for both of our clients and candidates.

Please visit our website: www.donnelson.com.hk 

or you can submit your resume to: [email protected]