深圳招聘

Scope of Role:

· Enhance client relationship, further to attract more investment

· Develop investment solution to difference PvB service

· Acquire new investment through marketing activity.



Key Responsibilities/Challenges:

· Achieve sales targets and increase market share

· Achieve a high level of client satisfaction and retention

· Source and call on individual potential customer within the assigned territory

· Identify Private Banking service needs of the clients and provide customized investment and wealth planning solutions

· Handle relationship management of new and existing Private Banking clients in a fair , honest and high professional manner

· Enhance bank-customer relationships by expanding existing customers' portfolio holdings

· Actively participate in Private Banking marketing and promotional activities for customer acquisition

· Actively allocate clients' portfolio in accordance to their needs in investment

· Complete regular client and prospect call reports by using the Sales Management Process System

· Maintain high level of client service quality

· Establish profitable client relationship pricing and appropriate marketing cost control

· Ensure aggressive sales targets for all relevant products is met accordingly to the business strategy set, in addition to meeting client service quality standard levels set by the bank

· Comply the KYC, AML, CRM guidelines and other internal risk control program prudently

· Identify PEP/EP when prepare DDC for customer before account opening

· Assist in business planning and marketing strategy

· Ensure effective communications with Management and other units

· Report to Senior VP and team leader for any suspicious client dealings and client complaints

· Review lists of top ten clients and top ten prospects with the team leader on a quarterly basis for visitation purpose

· Work as a team with other team members in a harmonious, positive working atmosphere

· To comply with respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to the respective Unit Money Laundering

· Prevention Officer and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.



Selection Criteria:

· University degree preferably in Economics/Finance

· Minimum 4 relevant banking experience, preferable in sales/marketing

· Proven track record with minimum 3 years

· Substantial client base preferred

· Good knowledge of Bank's products, procedures and legal requirements

· Sound knowledge of Private Banking products and services

· Capable of understanding clients' requirements and problem solving

· Excellent understanding and a practitioner of Service Quality principles

· Excellent administrative and organizational skills

· Good communication skills with a good command of both spoken and written English and Mandarin Proficient in PC applications

  
  渣打是一家领先的国际银行集团，业务网络遍及全球59个最有活力的市场，为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好，始终如一（here for good）”中得到充分体现。
  
  渣打集团有限公司在伦敦及香港的交易所上市。
  
  作为扎根中国历史最悠久的国际性银行之一，渣打从1858年在上海设立***分行开始，在华业务从未间断。2007年4月，渣打银行（中国）有限公司成为第一批本地法人化的国际银行。目前，渣打中国的营业网点已覆盖近30个沿海和内陆城市，充分显示了渣打对中国市场的长远承诺。
  
  2021年，渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉，包括： “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。