Relationship Manager, Wealth Management (Recruitment Day)



Technical Skills

  • Agile
  • Anti Money Laundering (AML)
  • Compliance
  • Marketing
  • MPF
  • Sales
  • Training

Job Description

Relationship Manager, Wealth Management (Recruitment Day)

Location: Hong Kong

Recruitment Day 1

June 9, 2018 (Saturday)
Time: 2pm - 6pm

Recruitment Day Venue 1: Sau Mau Ping Branch, Shop 214, Sau Mau Ping Shopping Centre, Sau Mau Ping, Kowloon

Recruitment Day Venue 2: Tsim Sha Tsui Branch, 24-28 Carnarvon Road, Tsim Sha Tsui, Kowloon

Recruitment Day Venue 3: Citywalk Branch, Shop 65 & 67-69, G/F,Citywalk, 1 Yeung Uk Road, Tsuen Wan, New Territories

Recruitment Day Venue 4: Taikoo Shing Branch, Shop P1025-1026 , Chi Sing Mansion, Taikoo Shing, Hong Kong

Recruitment Day 2

June 16, 2018 (Saturday)
Time: 2pm - 6pm

Recruitment Day Venue 1: Central District (Wing On House) Branch, B/F-2/F, Wing On House, 71 Des Voeux Road Central, Hong Kong

Recruitment Day Venue 2: Tai Po Branch, 68-70 Po Heung Street, Tai Po Market, New Territories

Recruitment Day Venue 3: Prince Edward Branch, 774 Nathan Road, Kowloon

Recruitment Day Venue 4: Yuen Long Branch, 102-108 Castle Peak Road, Yuen Long, New Territories

Recruitment Day Venue 5: Hoi Yuen Road Branch, 55 Hoi Yuen Road, Kwun Tong, Kowloon


  • Champion the one-stop personal banking services at branches
  • Explore and develop long-term banking relationships with customers
  • Identify existing and prospective customers' 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, CFPCM preferred
  • 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 
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus
Employment TypeFull-time
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station