VIP Relationship Executive

About the role

This role assists in acquiring and managing clients to drive the bank’s business growth. The incumbent will develop a comprehensive understanding of each client’s financial needs, with a focus on sales, retention, and strengthening customer relationships.

Responsibilities

• Prepare forms and documents for opening and closing accounts.
• Assist customers in completing documents and forms, as well as other related transaction tasks.
• Manage, record, and enter data into the system following established procedures, while ensuring all customer documents are organized and kept confidential.
• Welcome and provide information about the Bank’s products and services to customers.
• Provide solutions and work closely with relevant departments to deliver exceptional services to VIP customers.
• Assist the VIP Relationship Manager in client communication, monitoring customer data and reports, and promoting additional bank products and services.
• Collect and address customer feedback to identify areas for improvement, ensuring timely and effective resolution of customer issues.
• Work closely with all relevant internal teams to ensure the highest quality of service is delivered to customers.
• Maintain up-to-date knowledge about Bank products and services.
• Perform other tasks as assigned by management.

Requirements

• Bachelor Degree in Banking, Management or related field.
• 1 year of experience as Sales Officer/Teller.
• Computer literacy and English language proficiency; Chinese language is a plus.
• Strong customer service and result-oriented personality.
• High initiative, commitment, good communication and problem-solving skills, and team building.