CITICfirst Relationship Manager (Branch)

Mandatory Reference Checking Scheme (“MRC”) for Hong Kong

The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions.

For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied.

Country of Location:

China Hong Kong

Job Responsibilities:

• Achieve & exceed assigned sales target & businesses KPIs.
• Actively participate in marketing and promotional activities for customer acquisition.
• Provide professional wealth management service to affluent customers for meeting customers’ financial & service need.
• Upgrade and convert existing target branch customers into CITICfirst customer.
• Ensure investment & insurance selling are fully complied with regulatory requirements and internal selling procedures.
• Deliver outstanding customer service by meeting all requirements of service standards.
• Contribute to the Bank’s success and upholding of the Bank’s image by providing quality services to customers and proactively giving feedback, ideas and recommendations for improvement.
• Perform annual review of high risk / unsuitable customers timely.
• Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Establishes oneself as a trusted advisor by participating in customer’s decision-making process, as appropriate.

Requirements:

• Minimum 2 years solid experience in servicing premier customers is required.
• Secondary education or above; degree holder in Business Administration or related disciplines is preferred.
• Possess IIQAS and other required qualifications under SFC for selling insurance and investment products; Possession of CFP / CFA / HKRFP / HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM) qualification is an added advantage.
• Familiar with wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment.
• Strong sales drive with good interpersonal and communication skills.
• Good command of written and spoken English and Chinese

• Preferably possess/obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).

• Possess qualifications for relevant insurance and investment licenses registration.