工作內容:
1. Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections 2. Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience 3. Collaborate with experience product specialists in offering professional advice to meet the customers' investment goals and needs 4. Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions
1. Good exposure in International or Greater China market is a must2. Degree holder in related disciplines3. Minimum 3 years of sales experience in investment and insurance products in Consumer Banking4. Qualified to carry out Insurance and Investment related activities is a must5. Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products6. Strong business acumen, able to analyze and interpret business and financial data7. Self-starter with a tenacity to succeed, and a flair for selling