Manager / Assistant Manager, Sales and Client Relationship

Bank Of China (Hong Kong) Limited
Hong Kong, Hong Kong
Aug 19, 2017
Sep 20, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • 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
  • 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