Banking Relationship Expert

3 days ago


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

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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