Assistant Vice President, Business Development Manager – Private Banking Department
Responsibilities:
- Achieve portfolio growth through acquisition of new customers and relationship deepening with existing customers notably in cross-border customer segment
- Identify and partner with product specialists to provide professional wealth management and financial planning service to clients
- Assist branch to increase sales capacity and cost efficiency of branch through respective sales and services activities
- Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines
Requirements:
- Preferably university graduate or equivalent
- Minimum 5 years of practical experience in Personal Banking, preferably with at least 2 years of experience in offering wealth management service to mass affluent customers
- Passes in HKSI Licensing Examination Papers 1, 7 & 8 or equivalent
- Passes in IIQE Paper 1, 2 & 3
- Pleasant and outgoing personality with good interpersonal and communication skills
- A team player with good initiatives and assertiveness
- A self-motivator who is keen on upgrading & improving personal knowledge & skills to meet evolving job requirements
- Proficient in both spoken and written English and Chinese, fluent in Putonghua
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