Senior Manager / Manager, Sales and Client Relationship Senior Manager / Manager, Sales and Client  …

Bank Of China (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Bank Of China (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Senior Manager / Manager, Sales and Client Relationship
  • 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

  • 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.

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