OCBC | Premier Relationship Manager, offshore

5 days ago


hong kong, Hong Kong SAR China OCBC Full time

Be among the first 25 applicants

Responsibilities:
  • Working closely with Business Development Managers to bring in new business and ensure smooth hand-over and partnership in managing customer experience
  • Up-sell, cross sell and provide regular market updates for investment and insurance products to customers
  • Contribute to the bottom-line of Premier Banking through the accomplishment of revenue and growth targets
  • Constantly identifying customer’s needs and opportunities
  • Provide quality and professional services to wealth customers, ensuring superior customer service and contribute to the overall customer experience of Premier Banking
  • Develop and entrench in the relationship with the customers, acquiring New-to-bank customers through existing customers
  • Compliant with local laws, regulations, bank’s policies, including risk management policies and procedures
Requirements:
  • Degree holder
  • A pass in HKSI 1,7,8 and IIQE 1,2,3 will be an advantage;
  • At least 5 years of sales experience, preferably in a Banking environment
  • Team player, sales-driven with good interpersonal skills
  • Sound knowledge of banking products, such as insurance and wealth management products in mainland, Hong Kong and Singapore
  • Proficiency in MS office applications
  • Good presentation and communication skills
  • Good command of written and spoken English and Chinese (Putonghua)
  • Able to adapt well in a sales and service oriented environment
  • In-depth appreciation of mainland culture and practices. Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome
Seniority level

Associate

Employment type

Full-time

Job function

Sales, Business Development, and Customer Service

Industries

Banking and Financial Services

#J-18808-Ljbffr

  • hong kong, Hong Kong SAR China OCBC Full time

    Led the systems development projects to complete as defined requirements. Plan and collaborate with all project counterparties to deliver IT projects. Plan, monitor & control budget and resource usages within approved baselines. Review project documentation and activities for completeness, quality, and adherence to defined procedures and standards. Ensure...


  • hong kong, Hong Kong SAR China HSBC Full time

    Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • hong kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...


  • hong kong, Hong Kong SAR China OCBC Full time

    3 days ago Be among the first 25 applicants - Work with Life Insurance Team to achieve the business goals and drive the insurance business by identifying & capturing opportunities to target HNW customers including corporate banking/ PRC customer segments. - Maintain and build the existing insurance portfolio. - Assist to formulate marketing strategies for...


  • hong kong, Hong Kong SAR China Dyna.Ai Full time

    Job Summary: As a customer relationship specialist, you will serve as the primary liaison between our organization and large banking/insurance or fintech companies in HK or Singapore, to design, develop, and implement cutting-edge Data, IT, and AI solutions for financial industries. You will collaborate with internal and client teams to understand their...


  • hong kong, Hong Kong SAR China TP ICAP Full time

    Trainee Broker- Offshore Chinese Yuan desk Trainee Broker- Offshore Chinese Yuan desk Apply locations Hong Kong time type Full time posted on Posted 3 Days Ago job requisition id R3160 The TP ICAP Group is a world leading provider of market infrastructure. Our purpose is to provide clients with access to global financial and commodities markets, improving...


  • Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment,...


  • hong kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...


  • Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full time

    Company OverviewHARBRIDGE PARTNERS is a leading employment agency in Hong Kong, connecting top talent with premier businesses. We are committed to delivering exceptional results and fostering long-term relationships.Job DescriptionWe are seeking an experienced Senior Business Development Manager to join our team. This role will focus on expanding our...


  • Hong Kong, Hong Kong SAR China Nicoll Curtin - Singapore Full time

    Role Overview Our client, a leading investment platform and service provider, is seeking a motivated and dynamic Sales Executive to join their growing team. The ideal candidate will play a crucial role in driving business forward, building strong relationships with financial institutions, and promoting comprehensive range of services.   Key Responsibilities...


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

    Responsibilities Achieve the bank’s objective on private banking business target & plans. Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’.  Engage in networking activities with CITIC Group and other business introducers in both Hong...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is a leading privately owned banking institution in Hong Kong seeking a Senior Financial Relationship Manager to join our team. As a forward-thinking institution, we reward success and offer unparalleled opportunities for career advancement. Previous successful candidates who have switched to Ateca Consulting have experienced a significant...


  • Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...


  • Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...


  • Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    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...


  • Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Responsibilities: Tackle new regulatory policies about trading : FRTB, CRG13/14, Basel 3 Expand Global Markets onshore and offshore business opportunities in all Connects projects and strengthen the coherence in complying the regulatory requirements. Understand the 1.5 line of defense mechanism on the SEA projects Elevate the overall trading risk...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to providing exceptional service and innovative solutions to its customers. We are seeking a highly skilled and experienced professional to join our Global Banking Division - Relationship Management Department as a Senior Relationship Manager.Job OverviewWe offer a dynamic...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job DescriptionA key role within the Bank Of China (Hong Kong) Limited, this Strategic Relationship Development Manager position is a challenging and rewarding opportunity for an experienced banking professional to join our team. The successful candidate will be responsible for building and maintaining long-term relationships with our personal and corporate...


  • Hong Kong, Hong Kong SAR China CMB International Capital Corporation Limited Full time

    Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-Worth Clients & manage existing relationships. Provide appropriate investment...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job Description:We are seeking an exceptional Strategic Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited. As a key member of our Private Banking division, you will be responsible for managing and developing high-net-worth individual relationships, providing comprehensive and tailored banking services.About the...