The Role
Associate/VP, Relationship Manager, Equity Sales & Derivatives
Key Accountabilities
- Develop high-net-worth clients and provide professional wealth management and asset allocation advice;
- Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction;
- Sell financial products such as insurance, OTC products, funds, and trusts to achieve individual and team performance targets;
- Customize personalized wealth management solutions based on clients' risk preferences.
Skills & Experience
- Minimum 4-6 years of experience in wealth management or banking industry;
- Familiar with wealth management products (e.g. insurance, funds, OTC products, trusts) and market regulations;
- Strong sales and client negotiation skills, with the ability to independently develop high-net-worth clients;
- Candidates holding Degree & other relevant financial licenses (e.g. CFA, FRM, CFP) will be given additional consideration;
- Ability to work under pressure and thrive in a performance-driven environment;
- Proficiency in both written and spoken English and Chinese, including Putonghua is necessary;
- Candidates with IIQE Paper 1, 3 & SFC type 1, 4 Licenses is highly preferred.
Other Information
- Please apply in strict confidence with full resume, academic record, current and expected salaries;
- The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months;
- Candidates with Enhanced Competency Framework (ECF): please state on the CV.
About BOCI
As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCI”), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group.
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