Private Banking Relationship Officer

12 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

About Us

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  • The Bank of China (Hong Kong) Limited is one of the largest foreign-controlled banks in Hong Kong.

Job Description

We are seeking a seasoned professional to join our team as a Private Banking Relationship Officer. In this role, you will be responsible for providing exceptional customer service to high net worth individuals and families, offering tailored investment solutions to meet their financial goals.

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  • You will work closely with our Private Banking Relationship Managers to identify client needs and develop comprehensive investment plans.
  • Collaborate with internal stakeholders to ensure timely execution of investment instructions and maintain high levels of customer satisfaction.
  • Assist in opening new accounts and conducting Know Your Customer (KYC) procedures to ensure regulatory compliance.
  • Prepare reports and presentations for senior management to inform business decisions.
  • Foster strong relationships with clients, understanding their unique financial situations and delivering personalized advice to achieve their goals.
  • Maintain up-to-date knowledge of market trends, economic conditions, and regulatory requirements to provide informed investment recommendations.

Requirements

  • A degree in Finance or a related field and at least 6 years of experience in private banking or a related industry.
  • Excellent communication and interpersonal skills, with the ability to build trust with clients and colleagues alike.
  • Strong analytical skills, with the ability to analyze complex financial data and make informed recommendations.
  • Ability to work effectively in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Able to adapt to changing market conditions and regulatory requirements.
  • Fluency in English and Chinese, both written and spoken.

Benefits

  • Competitive salary and bonuses based on individual performance.
  • Ongoing training and development opportunities to enhance your skills and expertise.
  • A collaborative and dynamic work environment that values diversity and inclusion.
  • An opportunity to work with a leading global bank and contribute to its continued success.


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