Customer Relationship Manager

Leadingnation; Hong Kong; On-site; HKD 450,000 - 600,000; Full time

Job summary

A prominent financial institution in Hong Kong seeks a Customer Relationship Manager to provide wealth management services and expand their clientele. Candidates should possess a degree and at least 5 years of experience in managing investment portfolios for affluent customers. Proficiency in English, Cantonese, and Putonghua is a must. Attractive remuneration packages are offered. Interested individuals should send their resumes to the Human Resources Manager.

Qualifications

• Minimum 5 years' experience in handling investment portfolio of affluent customers.
• Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations required.
• Professional qualification of ARWP is an advantage.

Responsibilities

• Provide wealth management services to high-net-worth customers.
• Expand the client base by exploring potential customers in the market.

Skills

Wealth management

Investment portfolio handling

Client relationship management

Proficiency in English

Proficiency in Cantonese

Proficiency in Putonghua

Education

Degree holder or above

Job description

Responsibilities

• Provide full range of wealth management services to a designated portfolio of high-net-worth customers, for example, promote investment and insurance products to fulfill customers’ needs
• Expand the existing client base by exploring potential customers in the market

Requirements

• Degree holder or above, with minimum 5 years' experience in handling investment portfolio of affluent customers
• Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations are required (Qualified under SFO for handling Regulated Activities Types 1 & 4)
• Professional qualification of ARWP is an advantage

Candidates with more experience will be considered as Senior Customer Relationship Manager.

The above post requires proficiency in English, Cantonese and Putonghua.

We offer attractive remuneration package to the right candidates. Please send your full resume with expected salary to The Human Resources Manager, Bank of Communications Co., Ltd., 10/F, Bank of Communications Tower, 231-235 Gloucester Road, Wan Chai, Hong Kong, or fax to 2838 9209, or e-mail to l: [via CTgoodjobs Apply Now].

Data held by the Bank relating to employment applications will be kept confidential and used only for consideration of applications. The bank may also refer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available upon request.

Bank of Communications (Hong Kong) Limited is a wholly owned subsidiary of Bank of Communications Co., Ltd. (Incorporated in the People's Republic of China)