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Assistant Wealth Relationship Manager - CMB Wing Lung Bank - job post

CMB Wing Lung Bank Limited
Hong Kong
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Job details

Job type

  • Full-time

Location

Hong Kong

Full job description

CMB Wing Lung Bank Limited is a Licensed Bank registered in Hong Kong, which is formerly known as Wing Lung Bank. Founded on 25th February 1933, CMB Wing Lung Bank is among the oldest local Chinese banks in Hong Kong. In 2008, CMB Wing Lung Bank was acquired by China Merchants Bank (CMB). In 2009, the Bank has become a wholly-owned subsidiary of CMB. In 2018, the Bank has renamed as CMB Wing Lung Bank.

CMB Wing Lung Bank and its subsidiaries hold multi licenses in banking, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive banking products and services including retail banking, corporate banking and financial markets, etc. Among them, private banking, syndicated loans, bond issuance, financial markets, asset custody and asset management are influential and competitive in the market. At present, the Bank has over 30 branches and business outlets located in mainland China, Hong Kong, Macau and overseas, etc regions. The Bank has nearly 2,000 employees.

Following the motto of “Progress with prudence, service with sincerity”, the Bank embraces “Serving with Heart, Quest for efficiency, Caring for sincerity” service value into the daily operation. The Bank strives to build a first-class, innovative and cutting-edge commercial bank in Hong Kong and provides an integrated local and cross-border financial and banking services for customers.

Responsibilities:
Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients

Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner

Prepare required reports and materials for regular sales monitoring

Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements

Ensure timely follow up on pending document

Other ad-hoc duties

Requirements:
Bachelor Degree holder or above

Minimum 3 years of experience in banking or financial services industry

Qualification under SFO and IIQE to perform relevant regulated activities in wealth management products sales

Pleasant and outgoing personality with good interpersonal and communication skills

Equipped with solid knowledge of investment products and banking procedures

Good command of both written and spoken English and Chinese

Qualification in ECF is preferred

Full-time
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