Senior Relationship Manager for Private Banking

5 days ago


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

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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