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Champion the cross border business activities in the retail banking segment
Explore and develop long-term banking relationships with customers, especially the high affluent Chinese
Flexibly and independently arrange client meetings in both Hong Kong and the Mainland of China
Build and consolidate relationships with the Relationship Managers of the Bank of China (the mother company of BOCHK) to strengthen the client referral mechanism
Deepen relationships with existing and prospective high affluent clients through identifying their 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
University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM preferred
Familiar with the client needs of the high affluent Chinese
Willing to travel to the Mainland of China
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, fluent Putonghua as a definite must