5 天前發布

Customer Relationship Manager

Bank of Communications (Hong Kong) Limited

職位描述

Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong.

With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where they are.

Responsibilities:

  • Provide full range of wealth management services to a designated portfolio of high-net-worth customer, for example, promote investment and insurance products to fulfill customers’ needs

  • Expand the existing client base by exploring potential customers in the market

    Requirements:

  • Degree holder or above, with minimum 5 years' experience in handling investment portfolio of affluent customers

  • Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations are required (Qualified under SFO for handling Regulated Activities Types 1 & 4)

  • Professional qualification of ARWP is an advantage

  • ECF achievement is the definite advantage

Candidates with more experience will be considered as Senior Customer Relationship Manager.

其他細節

職位空缺來源
CPjobs
參考編號
Joo-4229929
發布日期
2025年12月01日
關鍵詞
Banking, Sales, Business Development, Customer Service, Finance, Bachelor Degree
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