Customer Relationship Manager

  • Negotiable
  • Hong Kong
  • CDI, Plein-temps
  • Dah Sing Financial Group
  • 12 déc. 18

Reporting to the Branch Manager, you will be responsible for providing excellent service to VIP Banking customers to satisfy their wealth management needs.

Job Responsibilities:
• Meet and exceed sales targets assigned
• Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs
• Acquire new VIP Banking customers through proactive sales acquisition effort
• Grow existing portfolio through deepening of customer relationship and work to increase share of wallet
• Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
• Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts
• Work with product specialists where appropriate to provide services to VIP Banking customers
• Conduct operational procedures in a compliant manner by following the Bank's policy and procedures


To meet the challenge, you should possess the following qualifications and attributes:
• Degree holder
• Minimum 3 years of relevant working experience in serving high net worth customers
• Professional licensing qualifications per local regulatory bodies requirement
• Comprehensive products knowledge on portfolio management and financial markets
• Sound compliance knowledge related to investment products sales
• Excellent interpersonal and communication skills
• Good command of written and spoken English and Chinese