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Work closely and partner with Investment advisors, Product Group, and other counterparts to develop and maintain a group of dedicated clients.
Build market share and enhance client asset size over time.
Source prospects and actively involved in developing new business; and capitalize business opportunities.
Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs.
Create networking synergies with other OCBC businesses.
Manage the performance of Marketing Assistant, including setting clear objectives, directing daily work, and skills development.
Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA Guidelines by:
Observing BOS policies and regulations at all times, including code of conduct, suitability, cross border restrictions and relevant ordinances of HK and Singapore.
Maintaining data confidentiality by observing internal guidelines
Keeping client profiles and documentation complete, accurate and up-to-date.
Keeping scorecard and minimizing discrepancies in client documentations, transaction records and credit exceptions.
Conducting suitability, product due diligence and maintaining records on selling of investment products.
Have at least 8 years' related experience in Private Banking Sector
Consistently strong performer who builds accounts and grows revenue year on year
In-depth product knowledge.
Excellent sales and relationship management skills
Ability to maintain client relationships
Good analytical capabilities, presentation and organization skills
Self-motivated and confident with a high degree of initiative required
Ability to handle pressure and tight deadlines
Excellent team player and exhibit a high level of motivation and drive
Degree holder with good results especially in banking and finance-related fields