Client Services Manager, Private Banking

Bank of China (Hong Kong)

Hongkong

On-site

HKD 420,000 - 660,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Life insurance

Various allowances

Job summary

A leading financial institution in Hong Kong is seeking a professional to support Private Banking Relationship Managers. The ideal candidate will have over 6 years of experience in personal banking, with at least 3 years in private banking. Key responsibilities include managing investment instructions, client queries, and internal reporting. Excellent command of English and Chinese is required, alongside strong analytical and interpersonal skills. Competitive remuneration package offered.

Qualifications

At least 6 years of experience in personal banking, 3 years in private banking.
Familiarity with investment products in the private banking field.
Strong character and ability to work under stress.
Strong communication in English and Chinese.
Able to analyze situations, prioritize and implement processes effectively.

Responsibilities

Support Private Banking Relationship Manager.
Process investment instructions from clients.
Prepare credit applications for clients.
Manage client queries and liaise with parties.
Generate internal reports for senior management.
Prepare ad-hoc and regular internal reports for senior management.
Fully compliant with regulations and Group policies and guidelines, and to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity.

Skills

Interpersonal skills

Analytical skills

Communication skills

Stress management

Prioritization

Education

Degree holder or above in Finance or related discipline

Job description

Overview

Provide all-rounded support to Private Banking Relationship Manager. Receive investment instructions from clients and transmit for accurate and timely execution and at all times ensure high service quality. Assist RM or Senior RM to open accounts for clients and to conduct KYC. Assist RM or Senior RM to prepare credit applications for clients. Attend to general client queries; liaise with internal and external parties to fulfill client requests and administrative follow-up. Prepare ad-hoc and regular internal reports for senior management. Fully compliant with regulations and Group policies and guidelines, and to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity.

Responsibilities

Provide all-rounded support to Private Banking Relationship Manager
Receive investment instructions from clients and transmit same for accurate and timely execution and at all times ensure high service quality
Assist RM or Senior RM to open accounts for clients and to conduct KYC
Assist RM or Senior RM to prepare credit applications for clients
Attending to general client queries; liaise with internal and external parties to fulfill client requests and administrative follow-up
Prepare ad-hoc and regular internal reports for senior management
Fully compliant with regulations and Group policies and guidelines, and to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity

Requirements

Degree holder or above with major in Finance or related discipline
At least 6 years solid working experience in serving personal banking clients, of which at least 3 years in private banking
Familiar with investment products in private banking field
Interpersonal skills – communicating effectively and provide value adding advice to others, influencing, supervising effectively
Able to analyze situations, prioritize and implement processes effectively
Strong character and able to work under stress
Good command of both verbal and written English and Chinese

We offer a competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

Seniority level