Strategic Customer Portfolio Manager

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 seeks a highly skilled Strategic Customer Portfolio Manager to champion the provision of one-stop personal banking services at our branches.

  • Foster and develop long-term banking relationships with customers, identifying their needs for financial services and mapping relevant products to meet those needs.
  • 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.
  • Educate and train junior team members as needed.
  • Cross-sell and up-sell relevant banking products to customers, including investment, insurance, and other financial services.
Requirements

To be successful in this role, you will need:

  • A university degree or equivalent, with qualifications in IIQE, HKSI, and MPF. Certification in CFP CM is preferred.
  • Proven track record in managing and growing customer portfolios.
  • Sound knowledge and experience in retail banking products and services, including investment and insurance products.
  • Ability to influence stakeholders and refer business opportunities for sustainable growth.
  • Strong learning agility and adaptability in a fast-paced environment.
  • Excellent communication and interpersonal skills.
  • A good command of both verbal and written English and Chinese.
What We Offer

As a Strategic Customer Portfolio Manager at the Bank Of China (Hong Kong) Limited, you will have the opportunity to work in a dynamic and challenging environment, where you can grow your career and contribute to the success of our organization.



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