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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client acquisition and relationship management within the banking sector, with a strong focus on achieving sales targets and providing tailored wealth management solutions. Proficient in navigating compliance regulations and maintaining high customer satisfaction through effective communication and support.
Highest-signal resume keywords
Client AcquisitionSales ExperienceWealth Management SolutionsCustomer Communication SkillsCompliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingSales Target AchievementFinancial Product KnowledgeCustomer Insight CollectionDocument Management
Soft Skills
Proactive CommunicationTime ManagementAttention to DetailProblem Solving
Industry Keywords
Banking SectorCustomer RetentionRegulatory ComplianceStrategic PartnershipsClient Relationship Management
About the role
Key responsibilities & impact- 借助行内各种渠道进行新客户开发，参与行内外组织的客户推介活动，积累客户资源
- 为支行或分行营业部新客户提供客户开户服务、维护及日常咨询支持，增加客户在银行的资产占比，以达到业务和服务目标
- 发展成为银行的丰盛理财经理储备人才
- 开拓挖掘新客户获取渠道，如战略合作伙伴、客户推荐和行内活动
- 维护和优化现有渠道质量，深化与渠道合作伙伴的关系
- 负责新客户开发全流程，包括潜在客户触达、资质筛选、开户、申请及相关文档
- 达成银行销售任务和销售目标，为团队增长指标作出贡献
- 与客户经理合作，收集客户洞察，确保客户交接顺畅和持续支持
- 向客户介绍全球财富管理解决方案，突出符合其财务目标的价值主张
- 处理和跟进客户要求与查询，提供及时有效的解决方案，维护客户满意度和留存率
- 遵守银行政策、标准、操作规程、安保、内部控制及合规措施
- 遵守当地监管机构关于销售过程的规则和规定
- 向丰盛理财业务发展团队经理汇报，并负责达到和超越分配的销售指标
Requirements
What you’ll need- 拥有正规学历，商务或财务相关专业优先考虑
- 对外资银行工作抱有热忱
- 有相关销售经验和客户开发经验者优先
- 具备主动高效的客户沟通技巧，擅长通过专业化，场景化沟通话术
- 能够驾驭多个优先事务，保持敏锐的关注和精力水平，管理时间，以获得积极的成果
- 具备银行有关产品和服务知识者优先