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Employer Ref: 498353
Recruit Ref: L0601713632
Posting Date: 2025-12-11
Bank of China (Hong Kong) Limited
Bank of China (Hong Kong) Limited

Established in 2006, our Management Trainee ("MT") Programme aims to nurture high-calibre talents to become future leaders who are ready to take up challenges and excel in our businesses. Positioned as the cradle of leaders, we are determined to invest considerable amount of resources into our MTs, through the provision of multi-facets of developmental opportunities to facilitate their ever-learning total experiences and pave the promising career path. MTs who joined us in early years have evolved as business leaders and subject matter experts running their teams.
Relationship Manager, Private Wealth

Responsibilities:

  • Champion the 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
  • Appropriately map and provide 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 and facilitate working-partners 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 laundry (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, CFPCM will be 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 
  • Sound knowledge and at least 2 years' solid experiences 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

Interested parties please send your portfolio, full resume with expected salary and date of availability by clicking APPLY.

Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
Senior 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Bachelor 
Minimum QF Level attained:
-- 
Total Working Exp:
2 or above 
Salary(HKD):
-- (Monthly)
Benefits:
--
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Keywords: BOC,BANK,premium,中銀,BOCHK
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