Wealth and Personal Banking

Work style

Job Advert Details

• The main roles of the job holder ensure the successful implementation of business strategies and Wealth & Personal Banking’s profitability through achievement of customer retention, growth of high value targeted customers, business goals of the branch and customer satisfaction as well as to support the implementation of all related activities / initiatives
• To contribute to the Bank’s service and sales goals and profitability by proactively growing the HP portfolio through regular meeting as per customer needs, and achieving RBIF scheme
• To contribute to the growth of customer portfolio by initiating proactive customer contacts to build, cement and reinforce relationship with own portfolio customers
• Manage existing relationship with those high-net-worth customers by obtaining net new funds and develop new relationships from clients
• Acquire new Premier relationship and manage all aspects of a portfolio of Premier customer relationships
• Comply with Global guidance and financial crime activities, observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring
• Complete the CDD/EDD reviews promptly with quality outcome

Qualifications

• 2-3 years banking experience
• Customer service focused mindset
• Possess good knowledge of WPB products including general banking insurance through internal accreditation and external regulatory requirement (AMCM) to obtain Insurance License
• Good selling and presentation skills
• Fluent in spoken and written in English, Chinese and Putonghua
• Good communication and interpersonal skills

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