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Job ref no.: CT3116057-01#1325
Bank of China (Hong Kong) Limited

Senior Manager / Manager, Sales and Client Relationship

Bank of China (Hong Kong) Limited

Benefits
  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Competitive pay
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Extra maternity leave
  • Extra paternity leave
  • Family medical plan
  • Housing allowance
  • Insurance plan
  • Marriage leave
  • Medical plan
  • K + 8 more

Responsibilities:

  • To provide sales, client services and client relationship supports to all business lines within the Sales and Client Relationship Management Team, especially for China related business
  • Assist in onboarding new clients/distributors and setting up required accounts, as well as maintaining all documents and records
  • Conduct new account due diligence and KYC in accordance with the internal policies guidelines and procedures.
  • Maintaining existing client relationship on a daily basis, provide after sales service and supports
  • Help build and maintain a database of client profiles
  • Act as a bridge between the front line staff and the back office for all day-to-day account servicing activities
  • Liaise with both internal and external parties to resolve any account issues
  • Work with the front line staff in responding to ad-hoc client/distributor’s requests
  • Prepare the tailor-made sales presentation and materials for institution clients
  • Serve as the day-to-day client contact for any issues on account reporting, portfolio compliance, trade settlements, performance measurement, etc.
  • Be a member of the Institutional Business Team, supporting sales and marketing activities for China related business opportunities, clients, and prospects
  • Assume additional tasks that may be assigned from time to time

Requirements:

  • An university degree or relevant working experience, an advanced degree, ie, Master, or a professional qualification, ie, CFA, would be an asset
  • Over 6 years of solid industry experience in a sales and client services support role with asset management companies, Chinese asset management company experience preferred
  • Ability to maintain good relationship with insurance companies and agency including IFA
  • Familiar with the regulation of SFC and MPFA and fulfill the requirement of SFO and MPFO
  • Understand how to handle Chinese institution clients, cross border products, and familiar with both Hong Kong and China’s regulatory framework
  • A self-motived, detail-oriented and energetic team player that is able to work under pressure and within tight deadline
  • Excellent interpersonal and communication skills, attend and present along with the Investment Team at training seminars
  • Good command of spoken and written English, Mandarin and Cantonese
  • Proficient in Microsoft Office (Outlook, Word, Excel & PowerPoint), Bloomberg, etc.

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please email your application to bochk_talent_acquisition08@bochk.com. For details, please visit our website http://www.bochk.com

Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 24 months of receipt.

 

More job information
Job ref no. CT3116057-01#1325
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 6 years - 11 years
Career Level
  • Middle management level
Education
  • Degree