Business Development Manager, Wealth Management Expert
20 hours ago
We are seeking an experienced Business Development Manager, Wealth Management Expert to join our team at Bank Of China (Hong Kong) Limited. In this role, you will be responsible for championing one-stop personal banking services at branches and developing long-term banking relationships with customers.
You will identify existing and prospective customers' needs of financial services, including products and services, and map relevant and suitable financial products and services to meet these needs. Your influence and facilitation skills will also play a crucial role in referring and cross-offering potential business opportunities for sustainable growth.
The ideal candidate will have a university degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM preferred. A proven track record in managing and growing an assigned customer portfolio will be a definite advantage. You will also possess sound knowledge and experience in retail banking products and services, including full-fledged investment and insurance products, as well as corporate banking products and services.
In addition to your technical expertise, you should have excellent communication and interpersonal skills, with the ability to work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches, and other key stakeholders. Strong analytical and problem-solving skills, as well as the ability to adapt to an ever-changing business environment, will also be essential.
As a Business Development Manager, Wealth Management Expert, you will be highly agile in learning and adapting to new situations, and will possess a strong ability to cope with fast-paced and dynamic business environments. You will also be proactive, mature, independent, customer-focused, and pleasant, with good command of both verbal and written English and Chinese, Putonghua a definite plus.
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Strategic Partnerships and Wealth Management Expert
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Global Wealth Management Expert
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Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob Title: Global Wealth Management ExpertWe are seeking a highly skilled and experienced Senior Investment Consultant/Investment Consultant, Private Banking to join our team at Bank of China.Job Summary:This is an exciting opportunity for a talented professional to work in private banking, providing comprehensive investment advice to high net worth...
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Insurance Sales and Wealth Management Expert
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High-Performance Wealth Management Executive
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Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeJob OverviewWe are seeking an experienced Senior Wealth Manager to join our team in Brookfield Asset Management, Inc. in Hong Kong. As a Senior Wealth Manager, you will be responsible for driving wealth management sales across Greater China, including Hong Kong, Taiwan and China.About the RoleGrow Brookfield's wealth management business in Greater China by...
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Business Planning and Analytics Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob OverviewHang Seng Bank Limited is committed to service excellence, and we seek a high-caliber professional to join our team as Business Planning and Analytics Manager - Strategic Growth Expert. This role offers an exceptional opportunity to leverage your expertise in business planning, analytics, and strategy development to drive growth and enhance...
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Global Wealth Management Director
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Business Development Insurance Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeJob SummaryFargo Wealth Group Limited is seeking a seasoned Business Development Insurance Specialist to drive business growth and expansion across various client segments and channels.Key ResponsibilitiesFormulate, develop, and execute comprehensive insurance solutions tailored to meet the unique needs of diverse clients;Identify and explore new market...
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Wealth Management Professional
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Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeDeutsche Bank's IPB business is a leading wealth manager with a global presence, offering bespoke solutions for high net worth individuals and families.About the RoleThe Relationship Manager will be responsible for developing and maintaining relationships with clients, providing holistic client experiences, and growing existing business relationships. This...
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Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeWe are committed to providing an environment that supports your development and wellbeing, with a competitive salary and benefits package.Job DescriptionThe successful candidate will be responsible for defining and facilitating overall business strategy and budgeting process. They will also lead and execute business priorities and projects, ensuring...
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Senior Wealth Management Professional
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Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob OverviewCICC is a leading financial institution seeking an experienced and skilled Senior Wealth Management Professional to join our Private Wealth team. This role offers an exciting opportunity to work with high-net-worth individuals, families, family offices, and corporates in Asia.About the RoleThe ideal candidate will have a strong background in...