CITICfirst Relationship Manager (Branch)

China CITIC Bank International Limited; Hong Kong; On-site; HKD 300,000 - 500,000; Full time

Job summary

China CITIC Bank International Limited in Hong Kong is seeking a dedicated customer service professional to provide wealth management services to affluent clients. The ideal candidate will have at least 2 years of experience, strong sales skills, and be fluent in both English and Chinese.

This position involves exceeding sales targets, delivering exceptional service, and ensuring compliance with regulatory standards.

Join us in contributing to our commitment to quality service and client satisfaction.

Qualifications

• Minimum 2 years solid experience in servicing premier customers is required.
• Strong sales drive with good interpersonal and communication skills.
• Good command of written and spoken English and Chinese.

Responsibilities

• Achieve & exceed assigned sales target & businesses KPIs.
• Provide professional wealth management service to affluent customers.
• Deliver outstanding customer service by meeting service standards.

Job description

Mandatory Reference Checking Scheme ("MRC") for Hong Kong

The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions ("AIs") to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions. For information related to MRC Scheme, "Frequently Asked Questions for In Scope Individuals" is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied.

Country of Location: China Hong Kong

Job Responsibilities

• Achieve & exceed assigned sales target & businesses KPIs.
• Actively participate in marketing and promotional activities for customer acquisition.
• Provide professional wealth management service to affluent customers for meeting customers’ financial & service need.
• Upgrade and convert existing target branch customers into CITICfirst customer.
• Ensure investment & insurance selling are fully complied with regulatory requirements and internal selling procedures.
• Deliver outstanding customer service by meeting all requirements of service standards.
• Contribute to the Bank’s success and upholding of the Bank’s image by providing quality services to customers and proactively giving feedback, ideas and recommendations for improvement.
• Perform annual review of high risk / unsuitable customers timely.
• Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Establishes oneself as a trusted advisor by participating in customer’s decision-making process, as appropriate.

Requirements

• Minimum 2 years solid experience in servicing premier customers is required.
• Secondary education or above; degree holder in Business Administration or related disciplines is preferred.
• Possess IIQAS and other required qualifications under SFC for selling insurance and investment products; Possession of CFP / CFA / HKRFP / HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM) qualification is an added advantage.
• Familiar with wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment.
• Strong sales drive with good interpersonal and communication skills.
• Good command of written and spoken English and Chinese.
• Preferably possess/obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).
• Possess qualifications for relevant insurance and investment licenses registration.

中信銀行(國際)有限公司 中信銀行(國際)有限公司（「信銀國際」）是中信集團境外商業銀行業務主要平台，由中信銀行股份有限公司（「中信銀行」）全資子公司中信國際金融控股有限公司（「中信國金」）持有75% 股份。 中信銀行(國際)網絡遍布大中華，包括香港的22家分行及2家商務理財中心，以及北京、上海、深圳及澳門的網點，另外於紐約、洛杉磯及新加坡設有海外分行。 自1922年起，中信銀行(國際)與員工、客戶及夥伴一同成長，跨越一個世紀。未來將繼續以「敏捷 專業 化繁為簡」為願景，堅持「文化為本（Culture）、客戶為尊（Customer）、多方聯動（Collaboration）、科技引領（Cyberspace）」4C核心價值，積極踐行「為客戶謀價值，為員工謀幸福，為股東謀效益，為社會盡責任」的企業使命。 有關中信銀行(國際)的進一步資料，請瀏覽www.cncbinternational.com。

China CITIC Bank International Limited China CITIC Bank International Limited ("CNCBI"), a major offshore platform of commercial banking business of the CITIC Group, is 75%-owned by CITIC International Financial Holdings Limited ("CIFH"), which in turn is a wholly-owned subsidiary of China CITIC Bank Corporation Limited ("CNCB"). China CITIC Bank International's footprint in Greater China includes 22 branches and two business banking centres in Hong Kong, as well as presence in Beijing, Shanghai, Shenzhen and Macau, and overseas branches in New York, Los Angeles and Singapore. Across a century, China CITIC Bank International has grown together with its employees, customers, partners and will continue to move towards its vision of "Agile. Professional. Simple." in adherence to the 4C (Culture, Customer, Collaboration, Cyberspace) core values while driving actively its missions to "create value for customers, seek happiness for employees, make profit for shareholders, perform responsibility for society". More information about China CITIC Bank International can be found on its website at www.cncbinternational.com.