Senior Wealth 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

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.