Customer Relationship Manager, Wealth Management (Branch) [Ref no: CRMWMB-EN]

Job Responsibilities:

• Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis;
• Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank.

Job Requirements:

• Bachelor’s degree or above Business or related disciplines;
• At least 2 years of sales experience in consumer banking field
• Sound knowledge towards investment market and various banking products;
• Sales and customer-oriented with good communication skills;
• Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 and MPF Intermediaries Examination is a must;
• CFPCM / CFMP / ECF – RWM is preferred;
• Proficiency in both written and spoken English, Chinese and Putonghua;
• Candidate with less experience will be considered as Assistant Customer Relationship Manager, Wealth Management.

This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA). You are required to give consent for the Bank to conduct reference checks with your previous employers, and offer of employment is conditional upon satisfactory MRC results. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website at [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2]. Additional information could be provided upon request.