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Team Head, Client Relationship Management, Private Banking at Bank of China (Hong Kong) Limited
, , -
Full Time

Start Date

Immediate

Expiry Date

26 Aug, 26

Salary

0.0

Posted On

28 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Relationship Management, Private Banking, Client Acquisition, Cross-selling, Leadership, Coaching, Investment Knowledge, Insurance Business, Risk Management, KYC, Portfolio Management, Communication Skills, Presentation Skills

Industry

Banking

Description
RESPONSIBILITIES * Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tailor-made Private Banking services. * Explore potential Private Banking clients, increase HNW clients market share, actively perform cross-selling, in order to improve the clients’ portfolio * Lead and provid the supervisory over a group of Relationship Managers by providing coaching and leadership on client acquisition and client management to build the sustainable business growth and achieve goals predetermined by Senior Management. REQUIREMENTS * Degree or above, with BBA, Marketing, Economic, Statistic, or Financial Management are preferable * Minimum of 5 years relevant experience in financial services, with at least 3 years of which on client management is preferable. * Sound knowledge in investment and insurance business, banking operation, risk management and business practices * Possess a strong sense of awareness to people, being able to identify bottlenecks and motivate sales staff appropriately * Possess on qualification in HKSI (Type 1 &4), ECF–CPWP, CFA, CFP, CFMP preferred * Proficient in rules and regulations for Local requirement from customer KYC, portfolio management solution and risk matters. * Excellent communications and presentation skills with food command of English and Chinese in both spoken and written including Putonghua   #LI-CT1
Responsibilities
Manage and develop high-quality, tailor-made Private Banking relationships while increasing market share among high-net-worth clients. Lead and supervise a group of Relationship Managers through coaching and leadership to achieve sustainable business growth.