Team Head, Client Relationship Management, Private Banking

19 hours ago


hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full time

Team Head, Client Relationship Management, Private Banking Join us to apply for the Team Head, Client Relationship Management, Private Banking role at Bank of China (Hong Kong) . This position involves managing, developing, and strengthening Private Banking client relationships, providing high-quality, comprehensive, and tailor-made services. You will explore potential Private Banking clients, increase the market share of HNW clients, actively perform cross-selling, and improve client portfolios. Lead and supervise a team of Relationship Managers by coaching and providing leadership on client acquisition and management to foster sustainable business growth and meet senior management goals. Responsibilities Manage, develop, and strengthen Private Banking client relationships, delivering tailored services. Identify and attract potential Private Banking clients, expand market share, and perform cross-selling to enhance client portfolios. Supervise Relationship Managers, providing coaching and leadership to achieve business objectives. Requirements Degree or above; preferred fields include BBA, Marketing, Economics, Statistics, or Financial Management. At least 5 years of relevant experience in financial services, with a minimum of 3 years in client management. Solid knowledge of investment, insurance, banking operations, risk management, and business practices. Strong interpersonal skills, ability to identify bottlenecks, and motivate staff. Relevant qualifications such as HKSI (Type 1 & 4), ECF–CPWP, CFA, CFP, CFMP are preferred. Proficient in local customer KYC, portfolio management, and risk regulations. Excellent communication and presentation skills in English and Chinese, including Putonghua. We offer a competitive salary package and comprehensive benefits including medical and life insurance, and various allowances. Interested candidates are invited to apply online via our website Data collected will be used solely for recruitment purposes. If you do not hear from us within 8 weeks, your application may be considered unsuccessful, and your data will be destroyed within 12 months. #J-18808-Ljbffr



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