Senior Private Banking Relationship Manager

16 hours ago


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

The Senior Private Banking Relationship Manager plays a pivotal role in providing exceptional support to Relationship Managers, ensuring the seamless execution of investment instructions and maintaining high service quality.

Key Responsibilities
  • Act as a dedicated point of contact for Relationship Managers, providing comprehensive support to facilitate their daily operations.
  • Receive and transmit investment instructions from clients with utmost care and attention to detail, guaranteeing timely execution and superior service quality.
  • Collaborate with Relationship Managers or Senior Relationship Managers to onboard new clients, including account opening and KYC (Know Your Customer) processes.
  • Assist in preparing credit applications for clients, ensuring accuracy and efficiency throughout the process.
  • Attend to client inquiries, liaise with internal and external stakeholders to fulfill client requests, and conduct administrative follow-ups as needed.
  • Prepare regular internal reports for senior management, providing insights into key performance indicators and operational metrics.
  • Maintain strict adherence to regulatory requirements and Group policies, exercising vigilance in identifying potential risks associated with money laundering and other illicit activities.
Requirements
  • Hold a degree in Finance or a related field; at least 6 years of experience in personal banking, with a minimum of 3 years in private banking.
  • Familiarity with private banking investment products and a strong understanding of the market.
  • Possess excellent interpersonal skills, enabling effective communication, value-added advice provision, influencing, and supervisory abilities.
  • Able to analyze complex situations, prioritize tasks, and implement processes efficiently.
  • Demonstrate strong character and resilience in high-pressure environments.
  • Fluency in both verbal and written English and Chinese is essential.


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