Financial Services Manager

2 days ago


Hong Kong Island, Hong Kong SAR China Bank of China Full time
Job Description

The Bank of China is seeking a seasoned Financial Services Manager to join our team in Private Banking. As a key member of our department, you will be responsible for developing and executing an individual business plan to achieve client acquisition and portfolio growth.

Key Responsibilities:
  • Manage a client base of high net worth individuals to achieve business penetration and portfolio growth.
  • Work in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners.
  • Provide solutions on the basis of advice that solidify long-term relationships, while exploring and capturing additional business opportunities.
  • Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards.

Requirements:
  • University graduate, and additional professional qualifications in Finance or Investment discipline will be an advantage.
  • At least 3 years solid working experience in serving private banking clients.
  • Strong negotiation, credit, communications, organizational, analytical, customer service and problem-solving skills.
  • Possess consultative selling skills, robust business development and prospecting skills.
  • Strong proactive networking, client following ability and aspire to build long-term partnerships.
  • Agile and flexible to adapt.
  • Strong knowledge of investment products, financial industry topics, trends and related issues, and ability to articulate and be conversant in all aspects of business offerings.
  • Ability to manage client book in a compliant manner.
  • Good command of both verbal and written English and Chinese.


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