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.
China CITIC Bank International Limited (“CNCBI”), a major offshore platform of commercial banking business of the CITIC Group, is 75%-owned by CITIC International Financial Holdings Limited (“CIFH”), which in turn is a wholly-owned subsidiary of China CITIC Bank Corporation Limited (“CNCB”).
China CITIC Bank International’s footprint includes 21 branches, two business banking centres and one private banking centre in Hong Kong, as well as branches in the US, Singapore and Macau, China, while providing banking services on the Chinese Mainland through our wholly-owned subsidiaries.
Across a century, China CITIC Bank International has grown together with its employees, customers and partners since 1922 and will continue to move towards its vision of “Agile. Professional. Simple.” in adherence to the 4C (Culture, Customer, Collaboration, Cyberspace) core values while driving actively its missions to “create value for customers, seek happiness for employees, make profit for shareholders, perform responsibility for society”.
More information about China CITIC Bank International can be found on its website at www.cncbinternational.com.
