Specialist, Business Development, Treasures (Sales Incentive)
Based in China
Core
Develop new wealth management clients through channel partnerships and direct outreach, open accounts, and onboard them to the bank's global wealth management solutions.
Role type
Business Development Specialist (Sales Incentive)
Builds
New client acquisition and account opening for wealth management products
Domain
Banking / Wealth Management
Required skills
Client acquisition, Channel development, Account opening, Sales target achievement, Client onboarding, Relationship handover
Preferred skills
Foreign bank experience, Product knowledge, Strategic partner relationship management
Responsibilities
Identify and qualify new clients via channels, Open accounts and complete documentation for new clients, Collaborate with relationship managers for client handover, Meet assigned sales targets
Seniority
Individual Contributor