Senior Relationship Manager for Private Banking
3 days ago
About the Role
We are seeking a highly skilled and experienced Senior Relationship Manager to join our Private Banking team in Bank of China (Hong Kong) Limited. As a key member of our team, you will be responsible for managing and developing private banking client relationships, providing high-quality services, and exploring potential clients to increase market share.
Key Responsibilities
- Manage and develop private banking client relationships to deliver comprehensive and tailor-made services.
- Identify and explore potential private banking clients to increase HNW clients' market share.
- Lead a group of relationship managers, providing coaching and leadership on client acquisition and management to drive business growth.
Requirements
- Bachelor's degree or above in a relevant field such as BBA, Marketing, Economics, Statistics, or Financial Management.
- At least 5 years of experience in financial services, with at least 3 years in client management.
- Solid knowledge of investment and insurance business, banking operations, risk management, and business practices.
- A strong sense of awareness to people, with the ability to identify bottlenecks and motivate sales staff appropriately.
- Possession of relevant qualifications such as HKSI (Type 1 & 4), ECF-CPWP, CFA, CFP, CFMP is preferred.
- Proficient in local regulations related to customer KYC, portfolio management solutions, and risk matters.
- Excellent communication and presentation skills with fluency in English and Chinese (including Putonghua).
What We Offer
- A challenging and rewarding career opportunity in a leading bank.
- A competitive salary package and benefits.
- The opportunity to work with a talented team and contribute to the success of the bank.
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