工作描述
崗位職責
1. The Role Responsibilities
To provide supports to branch sales staff and clients on Treasury Products (include FX, Structured Products and Bonds) thru phone channel.
2. Responsibilities
- To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency
- To work close with RM, deepen client's banking relationships; actively explore business potentials and identify solutions to suit the clients’ needs.
- Provide professional and competent service to clients, to facilitate client investment needs and objectives
- Foster and deepen client’s relationships by providing regular market update or portfolio reviews for appropriate follow up calls
- To collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment.
- To execute clients’ order and respond client enquiry accurately and efficiently
-To work closely with branch sales staff to optimize the sales results.
- To maximize business opportunities to achieve individual sales target.
- To provide training and coaching support to branch sales staff such that to uplift the sales productivity and product knowledge.
崗位要求
1. Our Ideal Candidate
-RI License 1&4
2. Role Specific Technical Competencies
- Banking experience
- Business Drive
- Product Knowledge (FX+ Investment)
- Product presentation and selling skill
發佈時間：2023-09-20
截止時間：Ongoing
工作地點：Hong Kong-Tsim Sha Tsui
職位要求
- 提供產品支援
- 協助客戶投資
- 執行客戶訂單
- 提升銷售績效
技能
銀行經驗
產品知識
銷售技巧
證照