Work closely with Customer Relationship Manager to serve High Net Worth customer
Champion the one-stop personal banking services at branches
Explore and develop long-term banking relationships with customers
Identify existing and prospective customers' needs of financial services, including both products & services
Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to bank account opening, mortgage, credit card, personal loan, insurance and other banking products & services
Requirements
University degree or above
IIQE paper 1, 2, 3
3 year solid experience in Insurance sales experience in financial & insurance industry
Solid sales track record in developing relationships with customers
Fluent Chinese, English and Putonghua in Written and speaking