Relationship Manager, Private Wealth

Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) 5 days ago Be among the first 25 applicants Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) Direct message the job poster from Bank of China (Hong Kong) 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 ResponsibilitiesChampion 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 RequirementsUniversity 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 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 Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x Get notified about new Private Wealth Manager jobs in Hong Kong SAR . Private Wealth Management Asia, Relationship Manager, Greater China Team Wealth Management - Institutional Wealth Director Central & Western District, Hong Kong SAR 1 week ago Wealth Management - Institutional Wealth Advisor Wealth Management - Institutional Wealth Director Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist. Vice President, Hong Kong 2025 Wealth Management Trainee / Internship (Fresh Grad & IANG are Welcomed) Asset & Wealth Management, Private, Global Risk, Vice President, Hong Kong Commercial Wealth Management (Investment and Insurance license required) Private Bank Relationship Manager- Wealth Management (Hong Kong) PGIM Investments | Regional Account Manager (Asia), PGIM Investments International team Senior Relationship Manager – External Asset Manager Platform Hong Kong / Singapore We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr