The Role
ASSO-VP, Relationship Manager, ESD
Key Accountabilities
1. Develop high-net-worth clients and provide professional wealth management and asset allocation advice;
2. Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction;
3. Sell financial products such as insurance, OTC products, funds, and trusts to achieve individual and team performance targets;
4. Customize personalized wealth management solutions based on clients' risk preferences.
Skills & Experience
1. Minimum 4-6 years of experience in wealth management or banking industry;
2. Familiar with wealth management products (e.g. insurance, funds, OTC products, trusts) and market regulations;
3. Strong sales and client negotiation skills, with the ability to independently develop high-net-worth clients;
4. Candidates holding Degree & other relevant financial licenses (e.g. CFA, FRM, CFP) will be given additional consideration;
5. Ability to work under pressure and thrive in a performance-driven environment;
6. Proficiency in both written and spoken English and Chinese, including Putonghua is necessary;
7. Candidates with IIQE Paper 1, 3 & SFC type 1, 4 Licenses is highly preferred.
Other Information
- Please apply in strict confidence with full resume, academic record, current and expected salaries.
- The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
- Candidates with Enhanced Competency Framework (ECF): please state on the CV.
About BOCI
As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCIâ€), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group.
