Key Responsibilities:

Customer Acquisition

Acquire new-to-bank qualified customers by referrals from existing customers
Upgrade existing customers to qualified customers by using the Bank's differentiated offering
Actively participate in marketing activities and engage customers, being the ambassador of the bank to share in the benefits and inviting them to be qualified customers
Develop programs with local associations or corporates to acquire bulk customer base

Build and Maintain Relationship

Invite new qualified customers in the first month for meeting to discuss on their needs and financial goals
Build and maintain close business relationship with the qualified customer to provide value-added banking services and grow existing account balance
Proactively contact qualified customers based on event trigger by OCRM and latest promotions to understand customer needs and deliver high service standards
Keep self and qualified customers fully updated with the Bank's view on local and global market trends
Retain non-qualified customers by reinstating the eligibility and highlighting the benefits

Perform Need-based selling

Actively manage the portfolio of qualified customers and review with them on a regular basis to meet their immediate and future financial needs
Grasp opportunities to cross sell and refer qualified customers to BOC HK
Informing customer on emerging financial and economic issues, new bank products and services to fulfill customer needs

Support to the Branch / Team

Encourage and facilitate qualified customers to use digital banking
Draw up monthly plans for achieving new business and customer acquisition goals in consultation with banking services
Lead a sales culture within the branch to ensure opportunities are identified and customer needs are met effectively

Sales Compliance and Control

Protect customers and corporates by displaying the highest standard of integrity and respect for rules & regulations
Ensure no lapses in control requirement and adhere diligently on all documentary & processes procedures

Job Requirements:

A recognised university degree
At least 1 - 2 years of relevant working experience gained in the banking or financial sectors.
Acquired FIMM license, IPPC license, & Insurance Bancassurance license
Results-oriented, dynamic and self-driven
Resourceful and able to work with minimal supervision

Wealth Relationship Manager (Penang)

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