Customer Development Officer

Job Summary

International Wealth and Premier Banking (IWPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs. 

• People Responsibility: N
• Report to: Customer Development Manager
• Job Content:
  • Execute customer acquisition plans to achieve branch customer acquisition objectives, focusing on acquiring qualified Premier customers through assigned prospects and proactive outbound activity.
  • Ensure high sales quality by assessing customer eligibility, supporting early-stage customer development, and maintaining required Total Relationship Balance thresholds over sustained holding periods.
  • Execute performance management against established Key Performance Indicators (KPIs), actively participating in sales reviews and executing individual performance improvement plans accordingly.
  • Collaborate with assigned branch to monitor customer acquisition progress and facilitate smooth customer handovers to Premier Relationship Managers during the early stages of the customer relationship.
  • Provide consistently excellent customer onboarding experience to enhance client engagement and brand loyalty.
  •  Active team contributor in fostering an inclusive, high-performing, and customer-centric sales culture within the regional Customer Development Office.
  • Share market feedback, lead conversion insights, and frontline best practices with peers and team leadership to drive continuous team improvement.
  • Maintain agility and adaptability in executing acquisition strategies deployed by management across designated branch hubs.
•  Qualification/License Requirement
  • Has frontline sales experience in financial services, insurance, premium credit card acquisition, or high-value customer-facing sales roles.
  • Proven track record in proactive customer acquisition, active outbound lead conversion, and consistently achieving or exceeding individual sales performance targets.
  • Sales-dominated background with the ability to quickly grasp retail banking and wealth management products, customer segments, and competitive market dynamics.
  • Strong commitment to customer qualification quality, with the ability to assess customer eligibility, support early-stage customer development and maintain required Total Relationship Balance thresholds over sustained holding periods.
  • Highly developed interpersonal, communication, and negotiation skills, with the ability to engage high-net-worth prospects and establish client trust rapidly over outbound channels.
  • Sound understanding of operational risk management, sales compliance, CDD/KYC, and Anti-Money Laundering (AML) standards in daily sales execution.
  • Good knowledge of digital sales tools, CRM platforms, and lead pipeline management to ensure efficient conversion workflows.
  • Pre-requisite License Requirement: Proficiency Test for Trust Operations Personnel (信託業業務人員信託業務專業測驗), Financial Markets and Ethics (金融市場常識與職業道德)