Sales and Client Relationship Manager

Responsibilities: Review and contribute to the client onboarding process to ensure adherence to compliance requirement. Oversee & follow up the risk and compliance related issues, and coordinate the enquiries from Internal / external parties. Build, develop and maintain client relationship to offer tailor made investment solutions. Ensure the sales practices, marketing materials align with regulatory requirements and internal policies. Attend to general client enquiries, liaise with internal and

Bank Of China (Hong Kong) Limited - Hong Kong - Full time

Salary: Competitive

Responsibilities:
  • Review and contribute to the client onboarding process to ensure adherence to compliance requirement.
  • Oversee & follow up the risk and compliance related issues, and coordinate the enquiries from Internal / external parties.
  • Build, develop and maintain client relationship to offer tailor made investment solutions.
  • Ensure the sales practices, marketing materials align with regulatory requirements and internal policies.
  • Attend to general client enquiries, liaise with internal and external parties to fulfill client requests and follow through.
  • Efficiently execute ad hoc duties and projects as assigned
Requirements:
  • Degree holder in business, finance or relevant disciplines; CFA, FRM is preferable
  • 7-10 years proven experience, preferably in the asset management or broader financial services industry
  • In-depth knowledge of investment products, and the asset management landscape.
  • Experience in KYC / AMC is a must.
  • Client focused with excellent communication, interpersonal skill.
  • Highly motivated with strong analytical and coordination skill.
  • Good command of spoken and written English, Mandarin and Cantonese
Apply
23199439

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