Relationship Manager, Client Relationship - PBD

Industrial and Commercial Bank of China; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Industrial and Commercial Bank of China (Asia) Limited is seeking a seasoned relationship manager to manage client portfolios and provide advisory services for high-net-worth clients in Hong Kong. The role focuses on cross-selling wealth management products, maintaining strong client relationships, and timely execution of transactions.

The candidate should have a bachelor’s degree in Finance/Economics/Business, at least 4 years in retail private banking, and relevant qualifications (IIQE/HKSI).

Qualifications

• Bachelor’s degree or above in Finance, Economics, or related discipline.
• Minimum 4 years of retail/private banking or relevant experience.
• Experience serving high-net-worth clients is an advantage.
• IIQE and HKSI qualifications are a must; CPWP is an advantage.
• Good PC skills (Word, Excel & PowerPoint); fluency in English and Chinese.

Responsibilities

• Achieve business targets assigned by management.
• Manage customers' portfolio by advisory service and execute trading orders.
• Identify new business opportunities and cross-sell bank products.
• Sell/investment/FX/securities products for underwriting activities.
• Maintain cordial relationships with existing and potential clients through visits and events.
• Monitor daily performance and activities of clients’ accounts.
• Analyze client portfolios for risk management and creditworthiness.
• Generate net interest income through credit facilities negotiations.
• Prepare call reports and monthly credit/business development updates.

Skills

Advisory skills

Cross-selling

Relationship mgmt

English & Putonghua

Education

Bachelor’s degree in Finance/Economics/Business

Job description

Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) 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 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.

Job Responsibilities

• 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 PC skills (Microsoft Word, Excel & PowerPoint )
• Good command of written and spoken English & Chinese (including Putonghua)