Relationship Manager, Client Relationship - PBD

Industrial and Commercial Bank of China (Asia) Limited; Hong Kong; On-site; HKD 600,000 - 980,000; Full time

Job summary

Industrial and Commercial Bank of China (Asia) Limited is seeking a Relationship Manager, Client Relationship to drive business targets in Hong Kong. You will manage client portfolios, provide advisory services, and execute trading orders while identifying new opportunities and cross-selling banking products.

You will support client wealth management by offering investment, FX, and securities solutions, maintaining strong relationships through regular interactions and reports.

Qualifications

• Bachelor’s Degree or equivalent, Finance, Economics, Business or related discipline is an advantage.
• Minimum 4 years of retail/private banking or relevant experience.
• Good knowledge of personal banking and wealth management products and services.
• Experience serving high-net-worth clients is an advantage.
• IIQE and HKSI qualifications are a must; CPWP is an advantage.
• Good command of written and spoken English & Chinese (including Putonghua).

Responsibilities

• Achieve business targets as assigned by management.
• Manage customers' portfolios with advisory service and execute trading orders for clients.
• Identify new business opportunities and cross-sell other bank products to existing and potential clients.
• Sell and cross-sell investment, FX, and securities products.
• Maintain cordial relationships with clients via visits, calls, functions and social gatherings.
• Monitor daily performance and activities of clients’ accounts.
• Analyze client portfolio potential and risk for credit assessment.
• Generate NII through credit facility negotiations.
• Prepare call reports and maintain high service quality for clients.
• Prepare credit proposals, ratification memos and report business development monthly.

Skills

Advisory service

Wealth management

Cross-selling

Credit assessment

Regulatory knowledge

English & Putonghua

Education

Bachelor's degree in Finance/Economics/Business

Job description

Relationship Manager, Client Relationship - PBD

Achieve business target which is assigned by management

Manage customers' portfolio by providing advisory service and perform trading order execution for clients

Identify new business opportunity and cross-sell other bank products to existing clients and potential clients

Sell and cross-sell investment / FX / securities products for acquiring, disposing and subscribing underwriting securities

Maintain cordial relationship with existing clients and potential clients through regular visit, business call, business function and social gathering

Monitor daily performance and business activities of clients' account

Analyze business potential and creditability of clients' portfolio for risk management purpose

Generate NII by negotiation with clients for credit facility arrangement

Prepare call report and maintain a high service quality to clients

Prepare credit proposal, ratification memo and report business development on monthly basis

Job Requirements

Bachelor’s Degree or equivalent , Finance, Economics, Business or related discipline is an advantage

Minimum 4 years of retail/private banking or relevant experience

Good knowledge of personal banking and wealth management of products and services. Experience in serving high-net-worth clients is an advantage

Qualifications in IIQE and HKSI is a must and CPWP is an advantage

Good command of written and spoken English & Chinese (including Putonghua)

Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is a licensed bank incorporated in Hong Kong. It is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) - currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 47 branches (including 25 branches equipped with “Elite Club” Wealth Management Centres) in Hong Kong.

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What can I earn as a Relationship Manager