Customer Relationship Manager

Bank of Communications Co.,Ltd.; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

Bank of Communications (Hong Kong) Limited is seeking a Senior Customer Relationship Manager to deliver wealth management services to a portfolio of high-net-worth clients. The role emphasizes promoting investment and insurance products and expanding the client base across the market.

The ideal candidate holds a degree or higher with at least five years' experience in affluent portfolios, and possesses MPF, Insurance, Securities & Futures exams.

Qualifications

• 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.

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

Skills

Relationship management

Sales & advisory

Multilingual communication

Education

Bachelor’s degree or above

Tools

MPF Examinations

Insurance Examinations

Securities & Futures Examinations

ARWP qualification (advantage)

Job description

Proactive, Dedicated and Innovative Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong.

Proactive, Dedicated and Innovative Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong. With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where they are.

Responsibilities

• Provide full range of wealth management services to a designated portfolio of high-net-worth customer, 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.

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)