Assistant Vice President

1 week ago


Kowloon, Hong Kong SAR China China CITIC Bank International Limited Full time

Mandatory Reference Checking Scheme (“MRC”) for Hong Kong The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions. For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines ( or further information will be available upon request, if it is applicable to the position(s) applied. Key Responsibilities Implement sales plan and maintain high quality services and response to inquiries from clients and prospects Manage internal record and reporting of sales activities through methods such as call report and pipeline list Control, review and liaise with relevant parties independently on account documentation, including services agreements, and other account related documents etc. and monitor client services deliverability Ensure account documentation in compliance with internal guidelines and relevant regulatory requirement Enable cross‑selling between other banking products of CNCBI and keep track of the business engagement with the clients and records of cross‑selling activities Collaboration with colleagues of TMG, WBG, other CNCBI groups, or CITIC Group to develop client relationship and sales activity Introduce securities services solutions to relationship managers of Treasury & Markets Group, Wholesales Banking Group and Personal Banking Group of the Bank as well as CNCB group and CITIC group entities to establish collaboration and develop client relationship for sales activities and opportunities Introduce securities services solutions through external marketing and promotion program Enhance our client experience delivery and service quality with clients Collaboration with Client Service and Operation team to receive client feedbacks, to resolve client issues, and to improve client experience with our delivery Escalate critical client issues and feedback to the management in a timely manner and follow through. Keep abreast of the development of industry and market and share useful information with concerned parties Comply with anti‑money laundering / counter terrorist financing requirement and sanction risks controls in accordance with regulatory standards and CNCBI policies Requirements Degree holder in Business, Economics or Finance or related disciplines Minimum 7 years of relevant work experience in custodian and sales Good knowledge in securities market, custody, trustee is an advantage Sound securities services and operational knowledge Possess the required qualifications and license under SFC requirements Good analytical, interpersonal and communications skills. Good command of written and spoken English and Chinese (including Putonghua). For more details about career opportunities with the Bank, please visit our website (link removed). (link removed)Please apply with full resume stating current and expected salaries. Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months. China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non‑discriminatory manner. #J-18808-Ljbffr



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