Private Banking Client Services Lead & Executive Assistant

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

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.