Wealth Relationship Manager

Key Responsibilities

Customer Acquisition Acquire new-to-bank qualified customers by referrals from existing customers Upgrade existing customers to qualified customers by using the Bank’s differentiated offering Actively participate in marketing activities and engage customers, being the ambassador of the bank to share in the benefits and inviting them to be qualified customers Develop programs with local associations or corporates to acquire bulk customer base Build and Maintain Relationship Invite new qualified customers in the first month for meeting to discuss on their needs and financial goals Build and maintain close business relationship with the qualified customer to provide value-added banking services and grow existing account balance Proactively contact qualified customers based on event trigger by OCRM and latest promotions to understand customer needs and deliver high service standards Keep self and qualified customers fully updated with the Bank’s view on local and global market trends Retain non-qualified customers by reinstating the eligibility and highlighting the benefits Perform Need-based selling Actively manage the portfolio of qualified customers and review with them on a regular basis to meet their immediate and future financial needs Grasp opportunities to cross sell and refer qualified customers to BOC HK Informing customer on emerging financial and economic issues, new bank products and services to fulfill customer needs Support to the Branch / Team Encourage and facilitate qualified customers to use digital banking Draw up monthly plans for achieving new business and customer acquisition goals in consultation with banking services Lead a sales culture within the branch to ensure opportunities are identified and customer needs are met effectively Sales Compliance and Control Protect customers and corporates by displaying the highest standard of integrity and respect for rules & regulations Ensure no lapses in control requirement and adhere diligently on all documentary & processes procedures Job Requirements: A recognised university degree At least 1 - 2 years of relevant working experience gained in the banking or financial sectors.

Acquired FIMM license, IPPC license, & Insurance Bancassurance license Results-oriented, dynamic and self-driven Resourceful and able to work with minimal supervision