Customer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-EN)
Accumulating over 70 years experience on our solid foundation in Hong Kong and Greater China, we succeed and create our brilliant story throughout the region. As the first foreign bank branch in Mainland, we grasp the opportunity to grow along with the economic reforms. With our well‑versed China business intelligence, we continue to expand our network proactively but prudently.
Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment. Here, we respect your career development with enormous support and room for inspiration. If you are ready to go for great, join us today. You can shine with your own glorious story.
Job Responsibilities
Establish and strengthen 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 bank’s business sales targets.
Job Requirements
Bachelor’s degree or above in Business or related disciplines.
At least 2 years of sales experience in the consumer banking field.
Sound knowledge of investment markets and various banking products.
Sales and customer‑oriented with good communication skills.
Passed HKSI 1, 7, or 8 (or equivalent) & IIQE Paper 1, 2, 3 & 5 and MPF Intermediaries Examination is a must.
CFPCM / CFMP / ECF – RWM is preferred.
Proficiency in 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.
Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by email.
We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.
