Client Services Manager & Personal Assistant to Market Head, Private Banking

Bank of China (Hong Kong); Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Benefits offered by this job

Medical insurance

Life insurance

Various types of allowances

Job summary

Bank of China (Hong Kong) is seeking an experienced Executive Assistant to provide comprehensive support to executives. This role involves managing the executive’s calendar, preparing essential documentation, and assisting in day-to-day client servicing tasks.

The ideal candidate should have a Bachelor’s degree, at least 5 years of relevant experience in financial institutions, particularly in private banking or wealth management, and excellent communication skills in Chinese and English. A competitive remuneration package and fringe benefits are offered.

Qualifications

• Minimum 5 years of experience as an executive assistant or senior secretary in financial institutions.
• Must hold HKSI Licensing Examination Pass Results for Type 1 and Type 4.
• Excellent written and spoken Chinese and English.

Responsibilities

• Assist in preparing account opening forms and compliance paperwork.
• Manage the executive’s calendar, including meetings and trips.
• Prepare high-quality meeting packs and reports.

Skills

Executive support

Client servicing

Document drafting

Time management

Education

Bachelor’s degree or above

Tools

Microsoft Office Suite

Teams

Zoom

Job description

Job Description

• Assist in preparing account opening forms, KYC updates, trade instructions, product subscription documents, and related compliance paperwork.
• Follow up on client signature collection, document filing, and system entry to ensure compliance with internal policies and regulatory standards.
• Step into frontline support during peak periods or team needs, assisting relationship managers with day-to-day client servicing and sales processes for HNWI clients.
• Manage the executive’s calendar comprehensively, including meetings, business trips, corporate events, and key action items, ensuring optimal time utilization.
• Handle correspondence, calls, visitor arrangements, and internal communications; prioritize and elevate matters as needed.
• Prepare high-quality meeting packs, presentations, reports, and briefing materials with accuracy and professional formatting.
• Competently use AI tools (e.g., Microsoft 365 Copilot, BOCHK’s internal intelligent platforms, or other generative AI systems) to draft documents, summarize meetings, generate recommendations, and streamline workflows.
• Support the creation of dynamic reports, performance dashboards, or market trend briefings to aid managerial decision‑making.

Requirements

• Bachelor’s degree or above.
• Minimum 5 years of experience as an executive assistant or senior secretary in financial institutions; experience in private banking, wealth management, or asset management is highly preferred.
• Must hold HKSI Licensing Examination Pass Results for Type 1 (Dealing in Securities) and Type 4 (Advising on Securities), with valid CPD completion.
• Prior RMA training completed, with familiarity in sales cycle, compliance requirements, and client service standards.
• Excellent written and spoken Chinese and English.
• Proficient in Microsoft Office Suite; familiar with Teams, Zoom, and other virtual meeting platforms. Competent in using AI tools for document drafting, meeting summarization, data analysis, and workflow optimization.
• Highly self‑motivated, proactive, and able to work independently with minimal supervision.
• Strong sense of confidentiality, professionalism, and resilience in high‑pressure environments.

We offer a competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and various types of allowances to the right candidates.