Banking Relationship Expert
3 days ago
Company Overview
BANK OF CHINA (HONG KONG) LIMITED is a leading financial institution in Hong Kong, committed to delivering exceptional banking services to our customers.
Job Description
We are seeking an experienced Relationship Manager to join our team. As a key member of our banking team, you will be responsible for building and maintaining long-term relationships with our customers, providing them with tailored banking solutions that meet their individual needs.
Responsibilities:
- Champion the one-stop personal banking services at branches, ensuring a seamless customer experience.
- Explore and develop long-term banking relationships with customers, identifying their financial needs and providing suitable solutions.
- Identify existing and prospective customers' needs of financial services, including both products & services, and map relevant products to meet these needs.
- 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 to build healthy sales pipelines and ensure key performance indicators are met.
- Ensure compliance requirements are strictly observed and followed, contributing to the Bank's anti-money laundry efforts.
- Educate and train juniors, if needed, to enhance their knowledge and skills.
- Coordinate in-branch and off-site marketing and promotion activities, if required.
Required Skills and Qualifications:
- University degree or equivalent, with qualifications in IIQE, HKSI, MPF, CFP CM preferred.
- Holders of CB Professional Qualifications and/or Awards preferred.
- Experiences and proven track record in managing and growing an assigned customer portfolio, a definite advantage.
- Solid experiences in retail banking products & services, including full-fledged investment and insurance products, and 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 environments, and strong ability to cope with fast-paced dynamics.
- High sensitivity to customers' needs, providing quality services to explore and consolidate long-term banking relationships among personal and corporate customers.
- Proactive, mature, independent, customer-focused, and pleasant personality.
- Good command of verbal and written English and Chinese, Putonghua a plus.
- Less experience may be considered as Deputy Relationship Manager, Wealth Management.
Benefits
We offer a competitive compensation package, comprehensive training programs, and opportunities for professional growth and development.
Others
We are an equal opportunities employer and welcome applications from all qualified candidates.
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