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Financial Services Executive, Private Wealth

2 months ago


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

We are seeking a highly skilled Financial Services Executive, Private Wealth to join our team at Bank of China (Hong Kong) Limited.

About the Role

The successful candidate will provide comprehensive support to our Private Banking Relationship Managers, ensuring exceptional service quality and timely execution of client requests.

Main Responsibilities
  • Receive and transmit investment instructions from clients, guaranteeing accuracy and timeliness while maintaining high service standards.
  • Assist in opening accounts for clients and conducting Know Your Customer (KYC) procedures under the guidance of senior colleagues.
  • Prepare credit applications for clients and ensure compliance with regulatory requirements.
  • Liaise with internal and external parties to fulfill client requests and administrative tasks.
  • Develop and maintain internal reports for senior management, highlighting key performance indicators and market trends.
  • Maintain a high level of awareness regarding anti-money laundering regulations and adhere to Group policies and guidelines.
Requirements
  • Degree holder or above in Finance or a related field.
  • A minimum of 6 years of experience in serving personal banking clients, with at least 3 years in private banking.
  • Familiarity with investment products in the private banking sector.