Wealth and Personal Banking (WPB)

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:

主要负责高端和中端客户的开发，向潜在客户介绍汇丰的服务，发掘关于银行服务的需求并发展为汇丰客户
负责销售渠道的开发以及维护
负责前期客户关系的维护
需要主动与合作渠道去接洽、持续跟踪活动得到的名单和转换直至成功开户并完成银行设定的工作目标
作为市场开拓人员还需要确保有高标准的专业知识能较好的与潜在客户进行沟通

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