Relationship Manager, Private Wealth

Bank of China (Hong Kong); Hongkong; On-site; HKD 500,000 - 800,000; Full time

Benefits offered by this job

Competitive remuneration package

Comprehensive fringe benefits including medical and life insurance

Job summary

A leading bank in Hong Kong is seeking a Relationship Manager for Private Wealth. The role involves developing banking relationships, identifying customer needs, and providing tailored financial solutions. Candidates should possess a university degree and relevant banking experience, with strong interpersonal skills and a customer-focused approach.

Qualifications

• University degree or equivalent required, with preferred qualifications.
• At least 2 years' experience in retail banking products & services.
• Good command of both verbal and written English and Chinese.

Responsibilities

• Champion personal banking services and develop long-term relationships.
• Identify customer needs and provide suitable financial products.
• Ensure compliance with banking regulations.

Skills

Customer-focused

Proactive

Ability to influence stakeholders

Agility in learning

Education

University degree or equivalent

Qualifications in IIQE, HKSI & MPF, CFP CM

Job description

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• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Educate and train juniors, if needed
• Coordinate in-branch and off-site marketing and promotion activities, if needed
  
  

Responsibilities

• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Educate and train juniors, if needed
• Coordinate in-branch and off-site marketing and promotion activities, if needed
  
  

Requirements

• University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM will be preferred
• Holders of CB Professional Qualifications and/or Awards will be preferred
• Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage
• Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
• Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
• Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
• Proactive, mature, independent, customer-focused, and pleasant
• Good command of both verbal and written English and Chinese, Putonghua a definite plus
  
  

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitals and Health Care, Non-profit Organizations, and Government Administration

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