Manager / Assistant Manager, Sales and Client Relationship

Employer
Bank Of China (Hong Kong) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Aug 19, 2017
Closes
Sep 20, 2017
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • 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 Sales Management Team, supporting sales and marketing activities for business opportunities, clients, and prospects
  • Additional tasks that may be assigned from time to time
Requirements:
  • Bachelor Degree or above, with professional CFA qualification would be an asset
  • Minimum 1 year experience in relevant industry, preferably in Chinese
    Asset Management companies
  • Good communication skill & detailed-oriented
  • Good command of spoken and written English, Mandarin and Cantonese
  • Familiar with MS Office including MS Word, Excel and etc.
  • Candidate with more experience would be considered as Manager