Job Purpose:
To provide excellent service to VIP banking customers to satisfy customers’ wealth management needs through proactive business solicitation and relationship building
Main Responsibilities:
Introduce, demonstrate and cross-sell mainly for wealth management products and services to customers
Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities
Penetrateproducts utilization and cross-sell products mainly on wealth management products
Address customer needs through cross-selling on need basis and if necessary, make referrals as appropriate
Require to achieve the predetermined sales goals in view of increased customer demand and keen market competition
Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
Work with product specialists where appropriate to provide services to VIP customers
Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures
Support branch members as required
Requirements:
University degree with 1 year or secondary education with 2 years’ experience in banking industry and experience in selling insurance products is preferable.
IIQE paper 1, 2 & 3
Candidates with less experience will also be considered as Relationship Officer, VIP Banking.
The position you are applying for falls under the Mandatory Reference Checking Scheme. You can learn more information by visiting the following link:https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2
About Dah Sing Bank
Dah Sing Bank, Limited is a wholly-owned subsidiary of Dah Sing Banking Group (HKG:2356) which is listed on the Hong Kong Stock Exchange. Founded in Hong Kong over 70 years ago, Dah Sing Bank has been providing quality banking products and services to our customers with a vision to be “The Local Bank with a Personal Touch”. Over the years, the Bank has been rigorous in delivering on our brand promise to grow with our customers in Hong Kong, the Greater Bay Area and beyond – "Together We Progress and Prosper". Building on our experience and solid foundation in the industry, the Bank’s scope of professional services now spans retail banking, private banking, business and commercial banking. Meanwhile, the Bank is also making significant investments in our digital banking capabilities to stay abreast with smart banking developments in Hong Kong and to support financial inclusion at large.
In addition to its Hong Kong banking operations, Dah Sing Bank also has wholly-owned subsidiaries including Dah Sing Bank (China) Limited, Banco Comercial de Macau, and OK Finance Limited. It is also a strategic shareholder of Bank of Chongqing with a shareholding of about 15%. Dah Sing Bank and its subsidiaries now have around 70 branches operating in Hong Kong, Macau and Mainland China.
This Page is written by the Bank in English. Any automated translated text in other languages appearing on this Page is not written or provided by the Bank and the Bank shall not be liable for any related issue or error.
This service/product is not targeted at customers in the EU.
本專頁由本行以英文撰寫。於本專頁出現之任何其他語言自動翻譯版本並不由本行撰寫或提供，本行將不承擔任何相關問題或錯誤。
本服務／產品並不是以歐盟的人士為目標。
