Business Development Manager, Wealth Management Expert

20 hours ago


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

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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