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Bank Of China (Hong Kong) Limited

Relationship Manager, Private Wealth

Hong KongSales

About the role

FinEx AI summary

The Relationship Manager provides one-stop personal banking services at branches, builds long-term customer relationships, and offers suitable investment, insurance and banking products. They work with internal stakeholders to cross-sell, support AML compliance, may train juniors, and assist with marketing activities.

Core skills

Retail banking productsInvestment productsInsurance productsRelationship managementCustomer portfolio managementFinancial needs analysis

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