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Retail Distribution
the bank's Retail Distribution focuses on personal wealth management and financial services.
Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers.
With around 254 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are seeking qualified individuals to join our team as Prestige Private Investment Consultant.
Principal responsibilities
Conduct customer portfolio analysis to identify cross-selling investment products opportunities
Leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
Achieve the sales target by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
Maintain a high standard of customer service and react positively to customer requests
Support branch sales by sharing sales tactics and providing briefing sessions on investment products
Conduct tele-prospecting to explore new business opportunities, and provide follow through ...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Relevant degree or professional qualifications
Experience aligned with the role level stated in the posting
