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.

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.

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.