Financial Relationship Strategist

4 days ago


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

The Bank of China (Hong Kong) Limited is seeking a skilled Relationship Manager to join our team. In this role, you will be responsible for championing one-stop personal banking services at branches and exploring long-term banking relationships with customers.

Key Responsibilities:
  • Champion the one-stop personal banking services at branches to meet existing and prospective customers' needs.
  • Develop long-term banking relationships with customers by identifying their financial service requirements and providing suitable products and services.
  • Map and provide relevant financial products and services to meet customers' needs, including investment, insurance, and other banking products.
  • Influence working partners to refer and cross-offer business opportunities for sustainable growth.
  • Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches, and other stakeholders to build healthy sales pipelines and ensure key performance indicators are met.
  • Ensure compliance requirements are strictly observed and contribute to the Bank's anti-money laundering efforts.
  • Educate and train junior staff members as needed.
Requirements:
  • University degree or equivalent, preferably with qualifications in IIQE, HKSI & MPF, CFP CM.
  • Holders of CB Professional Qualifications and/or Awards will be preferred.
  • Proven track record in managing and growing an assigned customer portfolio.
  • Solid experience in retail banking products and services, including full-fledged investment and insurance products.
  • Ability to influence stakeholders and refer potential business opportunities.
  • Agility in learning and adapting to changing business environments.
  • Strong communication skills and ability to provide quality services.
  • Good command of English and Chinese, with Putonghua a plus.


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