Relationship Manager, Wealth Management (Cross-border Clients)

Job title: Relationship Manager, Wealth Management (Cross-border Clients)

Company:


Job description: On 30 March 2012, China Minsheng Bank Corp., Ltd. (“CMBC”) successfully opened its first overseas branch in Hong Kong, marking a significant milestone of its international development.The Hong Kong branch of the Company was committed to developing three major business segments, including the wholesale banking (i.e. corporate banking), capital transaction and retail banking. The Bank has been developed into an important overseas platform of the Company and has played a vital role in driving the growth of our cross-border collective trade financing business.To cope with a rapid expansion in CMBC Hong Kong Branch, we are now inviting high caliber candidates to apply for the following position. Interested parties, please send full resume (both in English and Chinese) with current and expected salary and the date of availability to [email redacted, apply via Company website]. Please quote your name and the job position in the subject of your email.Information provided will be treated in strict confidence and only be used for recruitment purpose.Welcome to learn more about China Minsheng Bank at www.cmbc.com.cn.Responsibilities:

• Manage and develop wealth management individual clients’ portfolio and be able to achieve sales KPI and net growth in sales revenue, cross-selling and prospecting of business for wealth management’s individual clients.
• Be able to liaise with our Branches in Mainland China and develop personal banking clients’ relationship from our Corporate Banking Business Line.
• Provide updated market information to clients, including clients’ requests and instructions directly, i.e. trade processing and operational issues.
• Working closely with internal departments in monitoring the entire trade processing, including system input, settlement arrangement, client’s confirmation and remittance, etc. Maintain proper documentation such as KYC, filing etc.
• Co-ordinate the business development or promotional projects as assigned.

Requirements:

• Degree holder or above with major in Finance or related discipline.
• At least 5 years’ sales working experience in front offices of Retail Banking.
• Passed in HKSI Paper 1, 7, 8 and IIQE Paper 1 & 3.
• Good understanding of investment and insurance products is an advantage.
• Organized and diligent with outstanding communication and interpersonal skills at all levels.
• Fluent in written and spoken Mandarin, Cantonese and English is essential.

RemunerationCMBC offers competitive remuneration package and promising career opportunities to the successful candidates.Apply MethodInterested parties, please click “Apply Now” with full resume (both in English and Chinese), current and expected salary and the date of availability.Please quote your name and the job position in the subject of your email.Information provided will be treated in strict confidence and only be used for recruitment purpose.Welcome to learn more about China Minsheng Banking Corp., Ltd. at www.cmbc.com.cn.

Expected salary:

Location: Central, Hong Kong

Job date: Sun, 30 Mar 2025 08:34:05 GMT

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