Director, Private Banker - Private Banking

The Bank of East Asia (BEA); Hong Kong; Presencial; HKD 900.000 - 1.100.000; Jornada completa

Descripción de la vacante

The Bank of East Asia (BEA) in Hong Kong seeks an experienced Private Banking professional to identify, develop and maintain major client relationships and advise on investments according to client needs, risk profiles and objectives.

You will conduct regular reviews of accounts and portfolios while ensuring compliance with HKMA guidelines and BEA's code of conduct. Strong leadership, presentation and bilingual communication skills are essential.

Formación

• Minimum 8 years' banking experience with proven track record (private banking, credit and marketing)
• Passed Hong Kong Securities Institute Licensing Examination
• HKIB qualification (CPWP) highly preferred
• Good knowledge of credit, risk control and investment products

Responsabilidades

• Identify, develop and maintain major client relationships and advise on investments according to client needs, desires and risk profiles
• Conduct regular reviews on clients' accounts and portfolios
• Ensure compliance with BEA procedures and HKMA guidelines relating to Private Banking and securities services

Conocimientos

Relationship management

Investment advisory

Leadership

Communication skills

English & Chinese proficiency

Educación

University degree

HKIB CPWP (preferred)

Descripción del empleo

• Responsible for identifying, developing and maintaining major client relationships and advising them on investments according to their requirements after assessing their needs, desires and risk profiles
• Conduct regular review on clients' accounts and portfolios
• Ensure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking and securities services are strictly compiled

Requirements

• University graduate, with a minimum of 8 years' relevant experience and proven track record in banking (preferably private banking), credit and marketing
• Passed the Hong Kong Securities Institute Licensing Examination
• HKIB qualification (Certified Private Wealth Professional (CPWP)) is highly preferred
• Good knowledge of credit, risk control and investment products
• A team player with good marketing, leadership and interpersonal skills
• Strong presentation and communication skills
• Proficiency in both spoken and written English and Chinese, Putonghua an advantage

This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA). In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In-Scope Individuals in the MRC Scheme. Further information can also be provided on request.

Other Information

Our Private Banking Awards & Recognitions

• Euromoney Private Banking awards – 2025
• Asian Private Banker Awards for Distinction – 2024
• Highly Commended Private Bank – Hong Kong HNW
• Highly Commended Private Bank – Next Generation Services

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.