Relationship Manager, Business Accounts

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:

• Farm a portfolio of BAS clients for business development and solicit the portfolio to get new clients by MGM programs.
• Achieve & exceed assigned sales target & businesses KPIs.
• Identify BAS clients with personal and business banking needs, including deposit, lending, investment, insurances, payroll and business banking facilities.
• Work with other BUs to provide BAS clients with relevant products and services solutions.
• Provide one-stop solution for BAS account segment.
• Provide regular feedback to management for sales and services improvement.
• Work closely with Business Development & Customer Acquisition Head on segment development.
• Comply with procedures, policies and regulatory requirements to safeguard customers’ and the Bank’s interests.
• 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: