Prestigious Wealth Management Relationship Manager - BANK OF CHINA LIMITED

Roles & Responsibilities

Responsibilities

We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.

• Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
• Be well-versed in the bank’s products and services to address customers’ financial needs
• Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue
• Consistently meet sales targets and all other deliverables

Requirements

Tell employers what skills you have

Wealth Management

Financial Planning

Interpersonal Skills

Investments

Customer Relationships

Wealth

Retail Banking

Forging

Financial Analysis

Banking

Financial Advisory

Unit Trusts

Health Insurance

Financial Services