Key Responsibilities:
-Deliver allocated performance targets for various product VCs
-Maintain relationship with PrB customers, provide financial planning
advice to customer by suitability assessment and other available tools
and deliver Priority Banking (PrB) Proposition to ensure customers'needs
are met.
-Actively participate in Priority Banking/Excel Banking/other Bank's
marketing and promotional activities to acquire NTB customers,as well as
cross-selling to existing customers
-To comply with respective Money Laundering Prevention Procedures and be
alert at all times to unusual or possibly suspicious customer activity,
and should report any suspicious activity to the respective Unit Money
Laundering Prevention Officer and line manager as well as directly to the
Country MLPO in urgent or exceptional circumstances
-To keep updated on the events in the financial industry
-Participate actively in training program, meeting, briefings organized
by the bank and ensure skills & knowledge acquired is applied to daily
work
Selection Criteria:
-A university graduate
-Having sales experience gained in the banking and financial services
industry or other industries
-Sound knowledge of bank 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
职位说明：
-完成不同种类产品的销售目标
-保持与优先理财客户的良好关系，运用不同的资产评估工具给客户提供优先理财建议，满足客户需求
-积极参与优先理财、创智理财和其他关于市场营销、宣传的活动，以获得高端顾客
-遵从各项反洗钱法，时刻警惕可疑行为，并将可疑行为及时向反洗钱官和国家反洗钱官上报
-时刻关注金融业最新动向
-积极参与银行组织的培训及会议，确保所学知识在日常工作中的运用
录用条件：
-大学本科或以上学历
-具备银行及金融业销售工作经验者优先考虑
-具有丰富的银行产品及服务、银行运营、企业市场、单位信托以及其他个人投资服务业务知识
-具有基本的投资辅导及分析技巧
-具有良好的人际沟通技巧，与客户快速建立起关系的能力及应变能力
-具有良好的团队合作精神
-自我要求严格，积极进取，不断提高自我 |
