来源：银行考试网 日期：2018-02-23 10:45 评论量：0次 阅读量：634次
招聘职位：Relationship Manager / 优先理财客户经理
Scope of Role:
Customer sales and service
? 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
? A University graduate.
? Have sales experience gained in the banking and financial services industry or other industries.
? 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