JOB SUMMARY

The role holder will be responsible for establishing and maintaining strong relationships with our Chinese clients which will translate into revenue and growth for the bank.
The growth metrics measured include:

• Portfolio growth
• Growth in Product Per Client
• Increase in revenue per client
• Growth in number of clients
• Revenue growth
• Cost Management
• Service Excellence
• Operational Excellence and Compliance

RESPONSIBILITIES

• Engaging and deepening activities
• Methodically engage (remote)
• Have complete knowledge of the clients in terms of the profile & assets
• Create analytics-backed conversation
• Engage clients through the digital channels (calls, virtual meetings, webinars, email)
• Needs/Achor Products; Individual banking products (PL, CASA etc), Wealth Products
• Meet & deep sell (remote)
• Develop a comprehensive Account Plan for at least 20% of client base
• Meet virtually to meet advisory needs (once a quarter)
• Connect client with specialists
• Connect for periodic CDD reviews
• Conduct fulfillment & activate
• Refer most servicing activities to Client Service Managers

Key Stakeholders

• Product Specialists
• Client Service Manager, Affluent
• CDD team
• Branch Manager
• Product Managers

Qualification

• CISI Level 2
• Bancassurance Certification
• Knowledge of Chinese Language Mandatory