Relationship Manager, Wealth Management

Job title: Relationship Manager, Wealth Management

Company: Bank of China


Job description: Join Bank of China (Hong Kong)Be a dynamic member of our teamWe commit to excellence and professionalismWe value peopleWe offer challenging and rewarding careers that will further your personal development.For other vacancies, please visit our website at http://www.bochk.comJob No.: 494000
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Business Development, Customer Service, Relationship ManagementResponsibilities

• 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, CFPCM 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
• Less experience will be considered as Deputy Relationship Manager, Wealth Management

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.comTo apply: https://careers.pageuppeople.com/798/cw/en/job/494000?lApplicationSubSourceID=11232Data 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.

Expected salary:

Location: Hong Kong

Job date: Sun, 18 May 2025 07:45:50 GMT

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