Private Banking Client Services Lead

Bank of China (Hong Kong); Hongkong; On-site; HKD 420,000 - 660,000; Full time

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.

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.

Skills

Interpersonal skills

Analytical skills

Communication skills

Stress management

Education

Degree holder or above in Finance or related discipline

Job description

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.