Relationship Manager, Client Relationship - PBD

Company : Industrial And Commercial Bank Of China (asia) Limited

Job Type : Full Time

Hong Kong

Job Description - Relationship Manager, Client Relationship - PBD

Job Responsibilities

Achieve business target which is assigned by management
Manage customers' portfolio by providing advisory service and perform trading order execution for clients
Identify new business opportunity and cross-sell other bank products to existing clients and potential clients
Sell and cross-sell investment / FX / securities products for acquiring, disposing and subscribing underwriting securities
Maintain cordial relationship with existing clients and potential clients through regular visit, business call, business function and social gathering
Monitor daily performance and business activities of clients' account
Analyze business potential and creditability of clients' portfolio for risk management purpose
Generate NII by negotiation with clients for credit facility arrangement
Prepare call report and maintain a high service quality to clients
Prepare credit proposal, ratification memo and report business development on monthly basis

Job Requirements

Bachelor of Finance, Economics, Business or equivalent
Over 5 years of banking experience or relevant working experience
Good knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage
Qualifications in IIQE and HKSI is a must and CPWP is an advantage
Good PC skills (Microsoft Word, Excel & PowerPoint )
Good command of written and spoken English & Chinese (including Putonghua)

To Apply
Please submit your resume to [email protected] .

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Relationship Manager, Client Relationship - PBD

Job Description - Relationship Manager, Client Relationship - PBD

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