Senior Wealth Services Officer
Dah Sing Bank
- Seniority
- Senior
About the role
Job Purpose: Collaborate with different channel’s sales staff to complete investment transactions by phone Main Responsibilities: Achieve KPI & support WS Team to meet sales target. Complete investment transactions by phone for all investment products, including Equity Link Investments (ELI), Investment Funds (UT), Secondary Market Bonds, CLPGD, Currency Switching (CS), CLPD etc. Process transactions by adhering to the Bank ’ s operational procedures. Conduct other cross sales activities and ser…
Read the full description on the original posting.
Perks & benefits
- Equity Compensation
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