Senior Private Banking Relationship Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time
Job Title: Team Head, Client Relationship Management, Private Banking

We are seeking a highly skilled and experienced Team Head to lead our Client Relationship Management team in Private Banking. As a key member of our team, you will be responsible for managing and developing our Private Banking client relationships, providing high-quality services, and driving business growth.

Key Responsibilities:
  • Manage and develop Private Banking client relationships to provide comprehensive and tailor-made services.
  • Explore potential Private Banking clients and increase market share through cross-selling and portfolio management.
  • Lead and supervise a team of Relationship Managers, providing coaching and leadership to achieve business growth and predetermined goals.
Requirements:
  • Degree or above in a relevant field, with a preference for BBA, Marketing, Economics, Statistics, or Financial Management.
  • Minimum 5 years of relevant experience in financial services, with at least 3 years of client management experience.
  • Sound knowledge of investment and insurance business, banking operations, risk management, and business practices.
  • Strong awareness of people management, with the ability to identify bottlenecks and motivate sales staff.
  • Qualifications in HKSI (Type 1 & 4), ECF-CPWP, CFA, CFP, CFMP are preferred.
  • Proficient in local regulations and requirements for customer KYC, portfolio management, and risk matters.
  • Excellent communication and presentation skills, with a good command of English and Chinese, including Putonghua.


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