Senior Officer to Associate, Treasures Relationship Associate, Consumer Banking Group
Core
Reactivate existing Treasures customers to identify needs and explore AUM top-up opportunities, and acquire new Treasures customers from various channels.
Role type
Senior relationship manager (consumer banking)
Builds
General banking services and Treasures accounts
Domain
Consumer banking, wealth management
Deliverable
client delivery
Required skills
sales, customer acquisition, account reactivation, KYC compliance, anti-money laundering adherence, Mandarin, English
Preferred skills
investment products knowledge, priority banking services, Certified Retail Wealth Professional, HKIB Certified Banker
Technologies
N/A
Responsibilities
Reactivate existing Treasures customers to identify their needs and explore AUM top up opportunity, Acquire new to bank Treasures customer from different channels, Provide superior service to customers in accordance with the Treasures Customer Interaction Model and the Bank's service standards, Assist CSM to ensure KYC, anti-money laundering, documentation completeness in account opening and in each deal
Seniority
Senior, hands-on IC