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

Bank of China (Hong Kong) Limited; Hong Kong; On-site; HKD 400,000 - 500,000; Full time

Job summary

Bank of China (Hong Kong) Limited is seeking a Client Services Manager & Personal Assistant to the Market Head in Private Banking. The role involves assisting with account openings, compliance paperwork, and frontline support for relationship managers with high-net-worth clients.

The ideal candidate requires a bachelor’s degree and a minimum of 5 years' experience in financial institutions, with proficiency in both Chinese and English. Familiarity with AI tools and Microsoft Office Suite is essential for this dynamic position.

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.
• Prior RMA training and familiarity in sales cycle.

Responsibilities

• Assist in preparing account opening forms and compliance paperwork.
• Manage executive's calendar, including meetings and trips.
• Support creation of performance dashboards for decision-making.

Skills

Microsoft Office Suite proficiency

Excellent written and spoken Chinese and English

AI tool competency

Client service standards knowledge

Education

Bachelor’s degree or above

Tools

Microsoft Teams

Zoom

Job description

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

• 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.