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Acquire and grow the Mainland Chinese high net worth individual customer base through networking activities with CITIC Group to enhance the customer referral effectiveness.
Assist in educating and coaching CITIC Bank Bankers about CITIC Bank International's Wealth Management products and services.
Meet the bank's objective on CITICdiamond business target & plans.
Upgrade and convert existing target branch customers into CITICdiamond customer by promoting CITICdiamond proposition to customers.
Acquire and grow the high net worth individual customer base through networking activities with other business introducers to enhance the customer referral effectiveness.
Contribute to the Bank's success and upholding of the Bank's image by providing high quality services to customers and proactively giving feedback, ideas and recommendations for improvement.
Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
Maintain a close working relationship with Products & Portfolio Specialist teams to ensure the continued viability of client objectives and to ensure coordination of a client's overall strategies and needs.
Actively participate in marketing and promotional activities for customer acquisition and relationship building.
Degree holder in Business Administration or related disciplines.
Possess CFP / CFA / HKRFP qualification as well as IIQAS and other required qualifications under SFC for selling insurance and investment products.
Minimum 2 years of relevant banking experiences in serving high net worth individual customers in retail bank or private bank.
Familiar with wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment and credit analysis.
Strong interpersonal and communication skills.
Good command of written and spoken English and Chinese (including Putonghua)