Premier Relationship Mgr 卓越理财客户经理 ID122053

岗位职责

JobID:0000G6X4DescriptionWealthandPersonalBanking(WPB)WealthandPersonalBankingisournewglobalbusinesscombiningRetailBankingandWealthManagement;andGlobalPrivateBanking,tobecomeaglobalwealthmanagerwithUSD1.4trillioninassets.Ourdedicatedcolleaguesservemillionsofcustomersworldwideacrosstheentirespectrumofprivatewealth,rangingfrompersonalbankingforindividualsandfamilies,throughtobusinessowners,investorsandultra-high-net-worthindividuals.Weprovideproductsandservicessuchasbankaccounts,creditcards,personalloansandmortgages,aswellasassetmanagement,insurance,wealthmanagementandprivatebanking,thatbestsuitourcustomers’needs.Wearecurrentlyseekinganexperiencedprofessionaltojoinourteam.Inthisrole,youwill:DevelopingourPremiercustomerbaseandestablishinglongtermrelationshipswithanassignedPremierclienteleportfolioManagingthetotalwealthofyourclientsbymatchingourfinancialandinvestmentproductsolutionstotheirfinancialneedsPromotingourPremierServicetopotentialcustomers,exploringtheirneedsandmakingreferralstootherbusinessunitswhereappropriateSupportingbranchimprovementinitiatives,providingcustomerfeedbackofourserviceandensuringcompliancewithauditrequirementsandqualityassurance扩大卓越理财客户群，并与卓越理财客户建立长期关系根据客户的财务需求提供合适的金融及投资产品服务，管理客户的财富向潜在客户推广卓越理财服务，发掘他们的需求并且在适当的情况下推荐客户至其他业务部门配合执行分行改进措施，反映客户的意见，并确保符合分行的运作要求和品质保证QualificationsTobesuccessfulintherole,youshouldmeetthefollowingrequirements:Universityleveleducation,preferablyinfinance,businessorarelateddisciplineExperienceinclientfacingenvironment,withexcellentrelationshipbuildingcapabilityStrongsalesandcustomerorientation,withgoodcommunicationandinterpersonalskillsHighlevelofcustomercentricitymindsetwithdedicationtodeliverexceptionalqualityservicesforcustomersGoodunderstandingandstronginter