Job Summary:
This role is an individual contributor who will focus on Affluent to High-net-worth bank customers. Scope of RM will be serving and maintaining customer relationships to support Banca business objectives.
Main Responsibilities:
- Consolidate daily tracking report of the sales team
- Deliver sales target as assigned by the line manager
- Providing life insurance solutions to Banks clients
- Work closely with Bank Relationship Manager and provide innovative product solutions to address clients protection and long-term financial needs
- Responsible for developing managing and retaining client relationships with affluent and high-net-worth individuals
Main Requirements:
- Bachelors degree in marketing business finance or a related field
- 2 4 years sales/ customer relation experiences in banking/financial industry
- Good English and Chinese languages
- Computer skills (Microsoft Word Excel PowerPoint; Internet & Email-Outlook).
- Good personality commitment self-driven and self-motivation.
- Be able to do public speaking/presentation
- Strong Relationship Management capabilities with sound sales and negotiation skills.
Job Summary:This role is an individual contributor who will focus on Affluent to High-net-worth bank customers. Scope of RM will be serving and maintaining customer relationships to support Banca business objectives.Main Responsibilities: Consolidate daily tracking report of the sales teamDeliver sa...
Job Summary:
This role is an individual contributor who will focus on Affluent to High-net-worth bank customers. Scope of RM will be serving and maintaining customer relationships to support Banca business objectives.
Main Responsibilities:
- Consolidate daily tracking report of the sales team
- Deliver sales target as assigned by the line manager
- Providing life insurance solutions to Banks clients
- Work closely with Bank Relationship Manager and provide innovative product solutions to address clients protection and long-term financial needs
- Responsible for developing managing and retaining client relationships with affluent and high-net-worth individuals
Main Requirements:
- Bachelors degree in marketing business finance or a related field
- 2 4 years sales/ customer relation experiences in banking/financial industry
- Good English and Chinese languages
- Computer skills (Microsoft Word Excel PowerPoint; Internet & Email-Outlook).
- Good personality commitment self-driven and self-motivation.
- Be able to do public speaking/presentation
- Strong Relationship Management capabilities with sound sales and negotiation skills.
View more
View less