Relationship Manager, Wealth Management

BOCOM International Holdings Company Limited; Hong Kong; On-site; HKD 520,000 - 800,000; Full time

Job summary

BOCOM International Holdings Company Limited is seeking an experienced wealth management sales professional to proactively grow a diverse client base in Hong Kong, including HNW, corporate, and listed entities. You will match client needs with global trading, custody services, and wealth management solutions while maintaining strong cross-group communications to drive asset introduction.

Ideal candidates have 5+ years in sales or client relationship management within financial services, solid

Qualifications

• Bachelor's degree or above in Business Administration, Finance, Economics.
• At least 5 years of experience in sales or client relationship management in Hong Kong.
• Strong understanding of wealth management products and compliance.
• Licensed by the SFC in dealing in securities and futures.
• Excellent communication and interpersonal skills.
• Ability to work under pressure in a fast-paced environment.

Responsibilities

• Proactively prospect and develop diverse client resources, focusing on HNW, corporate, listed companies, and other non-licensed investment entities.
• Identify clients' needs and provide suitable global trading and custody services, wealth management advice, and margin financing facilities across global securities markets.
• Establish and maintain ongoing communications with Group channels to continuously develop new customers and drive asset introduction.

Skills

Client relationship management

Business development

Sales acumen

Financial services knowledge

Education

Bachelor's degree or above in Business, Finance, Economics

Job description

BOCOM International Holdings Company Limited View all jobs

To drive the aggressive expansion of the wealth management client franchise by developing business relationships, achieving revenue targets, and providing sophisticated advisory services to high-profile clients.

Key Responsibilities

Proactively prospect and develop diverse client resources, focusing on HNW, Corporate, Listed companies and other non-licensed investment entities

Identify clients' needs and provide suitable global trading and custody services, wealth management advice, and margin financing facilities across global securities markets, with major investment products including global stocks, ETFs, futures and other exchange-traded products, as well as OTC products such as funds, bonds and structured products

Establish and maintain ongoing and effective communications with Group channels to continuously develop new customers and drive asset introduction

Requirements

Bachelor's degree or above in Business Administration, Finance, Economics, or related disciplines

At least 5 years of experience in sales, client relationship management, or business development within the financial services or banking industry in Hong Kong, with demonstrated ability to develop and maintain client relationships independently and having accumulated solid client resources

Strong information processing capabilities in Hong Kong market and sound identification and assessment capabilities of wealth management products

Solid understanding of compliance and risk control procedures in Wealth Management, with ability to implement accordingly in day-to-day operations

Eligible to be licensed under the SFC in dealing in securities and futures

Strong sense of teamwork and self-motivated, with excellent communication and interpersonal skills

Ability to work under pressure in a fast-paced environment

Proficiency in written and spoken English and Chinese, including Putonghua

"Data held by the Bankrelating to employment applications will be kept confidential and used only for consideration of applications. The bank may alsorefer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after therecruitment exercise. A copy of Personal Information Collection Statement is available uponrequest."

Unlock job insights

Hirer responsiveness Salary match Number of applicants

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.

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.

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