Private Client Department - Vice President
CMBC Capital Holding Limited
45/F, One Exchange Square, 8 Connaught Place, Central, Hong Kong
- Work closely with Branch Presidents, District Managers, Investment Counselors and other key stakeholders in building sound sales pipelines to ensure key performance indicators are being met.
- Identify existing and prospective customers' needs of financial services, including both products & services. Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs.
- Influence and facilitate working-partners in both mainland China and Hong Kong to refer and cross-offer potential business opportunities for sustainable business growth.