Description
We are currently seeking an experienced professional to join our team as an Associate Premier Relationship Manager ARM2 in Suzhou SUS Sub-branch.
In this role, you will support the achievement of Country Annual Operating Plan (AOP) and achieve agreed Key Performance Indicator objectives by developing existing and new relationships.
Your main responsibilities will include:
- Building effective relationships with clients to retain and develop sustainable relationships
- Completing regular reviews with clients to understand their current and long-term needs and advising them on products and services that help them achieve their goals
- Effectively using tools and information to drive client service delivery and Wealth and Premier Banking (WPB) performance
- Maintaining a minimum standard of qualifying Premier clients within your portfolio
- Building a high personal and corporate profile in the community
- Monitoring and acting on daily sales activity management information and other internal information tools
- Establishing and agreeing client contact strategies in line with Group operating models
- Fully utilising and inputting to Client Relationship Management data
To be successful in the role, you should have:
- A bachelor's degree or equivalent experience
- A minimum of three years of proven and progressive financial services and/or retail sales experience
- Evidence of strong sales results in insurance and investment products
- Relationship management experience with high net worth clients
- Strong technical skills in wealth management
- Strong communication, client focus, and influencing skills
- Strong sales orientation, networking, and portfolio management skills
- Sound knowledge of financial services products and services and the client relationship management system
- Understanding of business banking client segment and products and services
- Local regulatory and license requirements
- Ability to communicate well in English and local languages
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