Sting Xu Email & Phone Number

Beijing

● Implement development strategy of UBS comprehensively and effectively and achieve business target;● Offer clients comprehensive wealth management services and account maintenance services;● Build up and maintain long-term mutual trust with external and internal clients;● Effectively leverage resources to expand client group and improve client quality;● Complete trainings required by UBS and enhance business capability in a timely manner.

Beijing

● Responsible on regional business management and work out proper strategy plan and proposition;● Execute group strategy and make business development plan, fulfill allocated KPI; ● Risk control to ensure all wealth management business under compliance;● HC recruitment and stabilize the team;● Organize marketing and roadshow events for existing customer reward and new customer acquisition;

China

● Execute branch channel strategy and fulfill allocated branch KPIs. ● Ensure branch compliance with regulation. ● Ensure implementation of service excellence and SLA. Secure customer service standard and operational quality for PFS clients. ● Responsible on the progress and quality of branch infrastructure. Ensure meeting PFS merchandising and customer experience.● Responsible for securing frontline collaboration efficiency, operation efficiency and service standard: a) BD NTB; b) mortgage sales/service. Responsible for cross-selling within branch.● As matrix manager for PFS sales forces, daily sales admin and discipline management. Co-own responsibility of their sales code of conduct and control mis-selling.● Branch staff recruitment and planning

Beijing City, China

● Manage the sales team performance and daily business to reach branch target● Developing a network of contacts which will assist in achieving overall business strategy of sourcing new business, maximizing existing business and increasing competitiveness. ● Working closely with other departments to ensure that innovative and profitable solutions are delivered to customers and new opportunities unearthed. ● Retaining profitable existing customers by consistently meeting or exceeding customer expectations through superior customer service. ● Proactively developing and maintaining a detailed understanding of customers’ business and financial services needs. ● Developing and executing customer strategies, in conjunction with product specialists where appropriate, to identify, target and realize new share of wallet opportunities through provision of new products and services. ● Developing and converting new customer prospects

Beijing City, China

● Provide superior customer service and promote a wide range of consumer banking products/services to customers that satisfy their changing financial needs● Achieve and exceed the sales & growth targets assigned through proactive selling of deposits, mortgage loan and wealth management products● Maintain and develop long-term customer relationship, and explore new business opportunities● Ensure full compliance with the Bank’s policies, standards, guidelines & procedures; and the local regulatory requirements

Beijing City, China

● To achieve pre-set sales targets of personal banking products.● To conduct needs-based selling activities through effective sales processes.● To project a professional image while conducting sales activities.● To promptly and effectively respond to customer enquiries, feedbacks and complaints.● To prepare and submit sales progress reports on a regular basis.● To manage the existing portfolio and maintain client relationship.● Identify potential high value customers with large deposits, evaluate customer’s need & cross-sell other product, such as HML & CPI.● Support Personal Relationship Manager in delivering high standard of professional service to ensure customer satisfaction. Establish good relationship with existing and walk-in customers.● Maintain service enhancement of the bank hall and handling difficult situations to customers’ satisfaction.