Relationship Manager, Private Wealth

Bank of China (Hong Kong) Limited • Full Time • Hong Kong, Hong Kong, HK • 6h ago

Job No.: 498353
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Relationship Management

Responsibilities

Champion the one-stop personal banking services at branches
Explore and develop long-term banking relationships with customers
Identify existing and prospective customers' needs of financial services, including both products & services
Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
Educate and train juniors, if needed
Coordinate in-branch and off-site marketing and promotion activities, if needed

Requirements

University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP^CM will be preferred
Holders of CB Professional Qualifications and/or Awards will be preferred
Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage
Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage
Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
Proactive, mature, independent, customer-focused, and pleasant
Good command of both verbal and written English and Chinese, Putonghua a definite plus

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidate. Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com

To apply: https://careers.pageuppeople.com/798/cw/en/job/498353?lApplicationSubSourceID=11232

Data collected would be used for recruitment purposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

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