Customer Relationship Manager (CRM)

Company: An international famous foreign Bank
Responsibilities:

Deliver allocated performance targets for various product VSs.

Maintain relationship with PrB customers and deliver Priority Banking (PrB) Proposition to ensure customers’ needs are met.

Provide financial planning advice to customers by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
Maximize customer profitability through disciplined relationship management and cross-selling.

Actively participate in Priority Banking / Excel Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.

Must comply with their 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 AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.

Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.

Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.


Requirements:

Experience:
Have sales experience gained in the banking and financial services industry or other service industries
Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred

Competency:
Good investment counseling and analytical skills
Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
Team player who shows initiative and assertiveness
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
Good command of both spoken and written English and Mandarin

Education and Qualification:
A University graduate