Lin Chen Email & Phone Number

Auckland, New Zealand

-Deliver tailor-made services to align with the specific needs and aspirations of high net worth clients.-Review financial statements to gauge the business's financial well-being and pinpoint potential risks for the bank.-Cultivate robust customer relationships, resulting in the generation of valuable business referrals.-Strategically promote HSBC's services and products within local communities, facilitating seamless transactions for overseas clients. Forge lasting connections with key individuals in our relationship support team.-Proactively expand, manage, and nurture a portfolio of clients ranging from mass affluent to high net worth individuals.

Wellington, Wellington Region, New Zealand

-Deliver exceptional service to high net worth customers, aligning financial solutions with their goals.-Maintain proactive communication with portfolio clients, updating them on bank policy changes, rates, and promotions.-Mentor fellow lenders on complex lending scenarios, assuming a supportive role as second-in charge.-Significantly contribute to branch home loan drawdowns and overall branch team achievements.

Wellington, Wellington Region, New Zealand

-Cultivate strong customer relationships and collaborate effectively within the team.-Play a vital role in achieving branch-wide objectives.-Recommend suitable banking solutions to customers, managing credit applications.-Demonstrate Westpac Values when interacting with both customers and colleagues.

Wellington, Wellington Region, New Zealand

-Generate fresh business opportunities by collaborating with banking consultants, identifying potential client needs through meaningful conversations.-Ensure accurate cash balancing and end-of-day ATM reconciliation.-Execute transactions as requested by PMs/RMs, including the preparation of foreign cash, travel cash, and the issuance of travel cards under special authorization.-Exhibit strong problem-solving skills, adeptly handling complaints, and transforming dissatisfied customers into valuable opportunities for positive engagement.

Wellington, Wellington Region, New Zealand

Inspire and motivate team members to consistently attain and surpass sales targets. -Maintain a high standard of customer service, actively understanding and addressing customer needs. -Effectively manage stock levels to optimize turnover and efficiency. -Plan, coordinate, and oversee marketing events, evaluate sales performance, and forecast future purchasing capabilities. -Conduct routine reviews of the marketing program and adapt marketing strategies in response to market demands and trends.