Wealth and Personal Banking (WPB)(Location:Beijing,Shanghai,Guangzhou,Shenzhen)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, [1]insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

积极主动地识别销售机会；把合适的银行产品和服务配置给客户；

协助银行完成销售目标和财富管理策略；

处理银行相关卓越理财客户帐户和零余额卓越理财客户帐户的跟进工作；

客户经理繁忙时，接听卓越理财服务电话，负责跟进客户经理的语音信箱信息；

确保卓越理财客户的礼品换领机制顺利进行。

[1][1]