Business Development Executive

6 days ago

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

This role is responsible for championing the Bank of China (Hong Kong) Limited's one-stop personal banking services at branches, focusing on developing long-term banking relationships with customers. Key responsibilities include identifying existing and prospective customers' needs for financial services, mapping relevant products and services to meet these needs, and influencing stakeholders to refer potential business opportunities.

The ideal candidate will have a university degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM preferred. They should also possess solid experience in retail banking products and services, including investment and insurance products, and be able to provide quality services in exploring and consolidating long-term banking relationships among personal and corporate customers.

Responsibilities:
  • Champion the Bank of China (Hong Kong) Limited's 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.
  • Map relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance, and other banking products.
  • Influence stakeholders 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 in building healthy sales pipelines to ensure key performance indicators are being met.
  • Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundering (AML) team.
  • Educate and train juniors, if needed.
  • Coordinate in-branch and off-site marketing and promotion activities, if needed.

Requirements:
  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM preferred.
  • Holders of CB Professional Qualifications and/or Awards will be preferred.
  • Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage.
  • Solid experience in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in 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 environment, and with strong ability to cope with fast, dynamic pace.
  • Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long-term banking relationships among personal and corporate customers.
  • Proactive, mature, independent, customer-focused, and pleasant.
  • Good command of both verbal and written English and Chinese, Putonghua a definite plus.
  • Less experience will be considered as Deputy Relationship Manager, Wealth Management.

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