Relationship Manager, Private Wealth

Company : Bank Of China (Hong Kong) Limited

Job Type : Full Time

Hong Kong

Job Description - Relationship Manager, Private Wealth

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

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .

Original job Relationship Manager, Private Wealth posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Share Job

Get your Resume Reviewed for Free

Similar Relationship Manager Jobs in Hong Kong

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Relationship Manager, Private Wealth

Job Description - Relationship Manager, Private Wealth

Similar Relationship Manager Jobs in Hong Kong

Mobile Apps