PERSOLKELLY HK
RM-oversea
金融/银行/会计
银行/保险/金融
香港
经验不限
学历不限
面议
公司介绍
headhunting services
职位描述
Manage relationship with our Prestige clients
Conduct outreach to various branches to facilitate customer meetings
Acquire, develop and retain relationships with a portfolio of Prestige clients
Help clients to articulate their needs, and deliver to exceed client expectations
Know clients on a personal and professional level to understand their short and long term financial goals
Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
Achieve agreed key performance indicator objectives and profit growth through the development of existing and new Prestige client relationships
Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
Develop Prestige team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
Understand and adhere to compliance
Maintain the levels of operational integrity required by HASE and adhere to the Business Principles and Values of HASE
职位要求
University level education, preferably in finance, business or a related discipline
Passes in IIQE (Paper 1, 2, 3) and HKSI (Paper 1,7,8)
Proven experience in client facing environment, with excellent relationship building capability
Candidates with sales or customer service experience from other industries are welcome
Strong sales and customer orientation, with good communication and interpersonal skills
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Good understanding and strong interest of the financial markets
Mature and independent mindset, able to work effectively under pressure
Strong commercial orientation with acute interpersonal skills
Fluency in Cantonese and English, with additional languages is an advantage
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