Officer, Business Development Executive, Consumer Banking Group
Published on www.allthetopbananas.com 09 Mar 2025
Be the “Hunter” role for customer acquisition in order to drive more customer numbers. Assigned to branches of the network as base and to source customer including and not limited to nearby residential estate, office buildings, government departments etc. Reflect customer feedback & competitive situation and recommend suggestions to Team Leader.
Relationship Building and Account Servicing
Open account, complete application & related documentation for customers. Keep abreast of the latest product/market knowledge to demonstrate high level of functional competencies and professionalism when interacting with customers. Handshake all Treasures customer properly to TRM for relationship building & follow-up.
Customer Experience Management
Provide superior service to customers in accordance with the Bank’s required service standards. Process and follow through customer requests and enquiries to ensure customer satisfaction.
Account Opening System Support
Help to support ad hoc project which required by management or project base, if necessary.
Sales Governance and Compliance Control
Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures. Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, sales staff’s licensing and fitness & properness, KYC, anti-money laundering & documentation completeness in a/c opening & in each deal. Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.
Requirements Degree holder, preferably in business or finance related discipline. MUST be registered TR [Long Term (excl. linked long term)] with passes in IIQE papers 1 & 3; or equivalent. Preferably be registered TR [General & Long Term (incl. linked long term)] with passes in IIQE papers 2 & 5; or equivalent. Preferably be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent. Fluent in Cantonese, Mandarin and English are required. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified.
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