(Assistant) Wealth Services Manager
Core
Provide excellent service to satisfy customer wealth management needs and solicit wealth business through non-face-to-face channels.
Role type
Wealth Services Manager (Sales)
Builds
FX related products, Equity Link Investments, Investment Funds, Bonds, and other wealth management products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales of investment products, proactive communication, transaction processing, outbound/inbound call management, compliance with investment sales guidelines
Preferred skills
ECF qualification, Putonghua fluency
Technologies
none stated
Responsibilities
Meet or exceed assigned sales targets, solicit wealth business via non-face-to-face channels, understand customer needs through communication with customers and internal teams, support GBA cross-border business, process transactions adhering to operational procedures, conduct sales strictly complying with investment sales process guidelines, manage outbound and inbound calls for marketing and sales programs
Seniority
Mid-level, 3+ years experience