AVP/VP, Relationship Manager, Wealth Management

BOC International Holdings Limited; Hong Kong; On-site; HKD 1,000,000 - 1,500,000; Full time

Job summary

BOCI invites an AVP/VP, Relationship Manager to cultivate high-net-worth clients with expert wealth management and asset allocation guidance. You will maintain relationships, assess client needs, and drive cross-sell of insurance, funds, OTC products, and trusts.

The role requires strong sales, client negotiation, and the ability to work under pressure in a performance-driven environment. English and Chinese (Putonghua) fluency is essential.

Qualifications

• Minimum 4–6 years of wealth management or banking experience.
• Over 2 years of full-time working experience in Hong Kong or overseas is an advantage.
• Familiar with wealth management products (insurance, funds, OTC products, trusts) and market regulations.
• Strong sales and client negotiation skills with the ability to develop high-net-worth clients independently.
• Candidates holding a degree and other relevant financial licenses (e.g. CFA, FRM, CFP) will be given additional consideration.
• Ability to work under pressure in a performance-driven environment.
• Proficiency in both written and spoken English and Chinese, including Putonghua.
• IIQE Paper 1, 3 & SFC Type 1, 4 licenses are highly preferred.

Responsibilities

• Develop high-net-worth clients and provide professional wealth management and asset allocation advice.
• Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction.
• Sell financial products such as insurance, OTC products, funds, and trusts to achieve individual and team targets.
• Customize personalized wealth management solutions based on clients' risk preferences.

Skills

Wealth management

Sales

Client negotiation

English

Putonghua

IIQE licenses

Education

Bachelor's degree in finance or related field

CFA/FRM/ CFP licenses

Job description

AVP/VP, Relationship Manager, Wealth Management

AVP/VP, Relationship Manager, Wealth Management

Key Accountabilities

• Develop high-net-worth clients and provide professional wealth management and asset allocation advice;
• Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction;
• Sell financial products such as insurance, OTC products, funds, and trusts to achieve individual and team performance targets;
• Customize personalized wealth management solutions based on clients' risk preferences.

Skills & Experience

• Minimum 4-6 years of experience in wealth management or banking industry;
• Candidates with over 2 years of full time working experience in Hong Kong or overseas is considered as an advantage;
• Familiar with wealth management products (e.g. insurance, funds, OTC products, trusts) and market regulations;
• Strong sales and client negotiation skills, with the ability to independently develop high-net-worth clients;
• Candidates holding Degree & other relevant financial licenses (e.g. CFA, FRM, CFP) will be given additional consideration;
• Ability to work under pressure and thrive in a performance-driven environment;
• Proficiency in both written and spoken English and Chinese, including Putonghua is necessary;
• Candidates with IIQE Paper 1, 3 & SFC type 1, 4 Licenses is highly preferred.

Other Information

• The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months;
• Candidates with Enhanced Competency Framework (ECF): please state on the CV.

About BOCI

As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCI”), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group.

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