Private Banking Professional Lead

2 days ago


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

The Bank of China (Hong Kong) Limited is a leading financial institution in Hong Kong, providing a wide range of banking services to individuals and corporate customers. We are committed to delivering exceptional service quality and building long-term relationships with our clients.

Job Description:

We are seeking a highly skilled and experienced Private Banking Professional Lead to join our team. As a key member of our private banking team, you will be responsible for providing all-rounded support to our Relationship Managers and ensuring that client requests are handled efficiently and effectively. Your role will involve receiving investment instructions from clients, transmitting them for execution, and maintaining high service quality standards. You will also assist in opening accounts for clients, conducting Know-Your-Customer (KYC) procedures, and preparing credit applications. Additionally, you will attend to general client queries, liaise with internal and external parties, and prepare internal reports for senior management.

Key Responsibilities:
  • Provide comprehensive support to Private Banking Relationship Managers
  • Receive and transmit investment instructions from clients for accurate and timely execution
  • Assist in opening accounts for clients and conducting KYC procedures
  • Prepare credit applications for clients
  • Liaise with internal and external parties to fulfill client requests
  • Prepare internal reports for senior management

Requirements:

To succeed in this role, you will need to possess a degree or higher in Finance or a related field, with at least 6 years of solid working experience in serving personal banking clients, including at least 3 years in private banking. You should be familiar with investment products in the private banking field and possess strong interpersonal skills, including effective communication, influencing, and supervising abilities. You should also be able to analyze situations, prioritize tasks, and implement processes effectively. A good command of both verbal and written English and Chinese is essential for this role.



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