Job Responsibilities Solicit new business for investment services and build customer relationship through private banking network to achieve targeted sales goals Provide quality customer service and financial advice and collect feedback from customers Review investment portfolios and market update to customers Liaise with product specialists to facilitate management of relationships requiring specialized knowledge Cross-sell and make referrals to other bank products when appropriate Job Requirements University degree, a qualified Type 1 with Type 4 Minimum 5 years' relevant experience in investment & insurance services Broad knowledge of investment & insurance products, services and market Good relationship building and selling skills Strong interpersonal and communication skills Good command of Chinese and English, Putonghua is a plus
x
