Financial Services Manager
2 days ago
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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