High Net Worth Private Banking Relationship Manager

7 hours ago

Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time
Job Overview
We are seeking a seasoned High Net Worth Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited. In this role, you will be responsible for developing and executing an individual business plan to achieve client acquisition, business referral, and establishing a book of new business.

About the Role
As a High Net Worth Private Banking Relationship Manager, you will manage a client base of high net worth individuals to achieve business penetration and portfolio growth. You will work in a collaborative environment to deliver the most appropriate products and services, integrating investment consultants and other business partners. Your primary goal will be to provide solutions on the basis of advice that solidify long-term relationships, while exploring and capturing additional business opportunities.

Key Responsibilities
  • Develop and execute an individual business plan to achieve client acquisition and business referral.
  • Manage a client base of high net worth individuals to achieve business penetration and portfolio growth.
  • Work in a collaborative environment to deliver the most appropriate products and services, integrating investment consultants and other business partners.
  • Provide solutions on the basis of advice that solidify long-term relationships, while exploring and capturing additional business opportunities.
  • Evaluate and assess client needs to identify potential opportunities for growth and development.

Requirements
To succeed as a High Net Worth Private Banking Relationship Manager, you will need to possess the following skills and qualifications:

Skills and Qualifications
  • University graduate, with additional professional qualifications in Finance or Investment discipline being an advantage.
  • At least 3 years solid working experience in serving private banking clients.
  • Strong negotiation, credit, communications, organizational, analytical, customer service, and problem-solving skills.
  • Possess consultative selling skills, robust business development, and prospecting skills.
  • Strong proactive networking, client following ability, and aspire to build long-term partnerships.
  • Agile and flexible to adapt to changing market conditions.
  • Strong knowledge of investment products, financial industry topics, trends, and related issues, and ability to articulate and be conversant in all aspects of business offerings.
  • Ability to manage client books in a compliant manner.
  • Good command of both verbal and written English and Chinese.

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