Relationship Manager, External Asset Management (EAM), Private Banking

Bank of China (Hong Kong); Hong Kong; On-site; HKD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Life insurance

Various allowances

Job summary

Bank of China (Hong Kong) is seeking a professional to proactively engage financial institutions and expand client relationships. The role emphasizes onboarding high-net-worth individual clients onto BOCHK's EAM platform, coordinating with partner relationship managers, and monitoring client performance.

Ideal candidates will have at least 5 years of relevant experience, hold HKSI licenses, and demonstrate strong negotiation and communication skills in both English and Chinese. A competitive salary and benefits package are offered.

Qualifications

• Minimum 5 years of experience in client relationship, business development, or partnership management.
• Must hold HKSI Type 1 and Type 4 licenses with valid CPD completion.
• Excellent written and spoken Chinese and English.

Responsibilities

• Engage and expand relationships with RM teams from financial institutions.
• Drive the onboarding of HNWI clients onto BOCHK’s EAM platform.
• Gather market intelligence and provide regular business insights.

Skills

Client relationship management

Business development

Negotiation

Relationship building

Education

Bachelor’s degree in Finance, Economics, Business, or related discipline

Tools

Microsoft Office

AI tools (e.g., Copilot)

Job description

Job Description

• Proactively engage and expand relationships with RM teams from financial institutions (e.g., private banks, brokerages, wealth managers) to build a robust referral network.
• Drive the onboarding of HNWI clients from partner institutions onto BOCHK’s EAM platform, ensuring consistent new business flow.
• Support partner RMs in the client referral process, including document collection, KYC/AML preparation, account opening coordination, and system registration.
• Coordinate trade routing arrangements, ensuring trade instructions are issued by the partner RM and executed by designated dealers.
• Monitor AUM, trading activity, and performance of referred clients; provide regular business updates and insights.
• Support the preparation of incentive scheme briefings, revenue reconciliation, and sharing reports to ensure transparency and trust.
• Gather market intelligence, competitor insights, and partner feedback to inform business strategy.
• Contribute to EAM platform enhancements, process streamlining, and system upgrades to improve operational efficiency.

Requirements

• Bachelor’s degree or above in Finance, Economics, Business, or related discipline.
• Minimum 5 years of experience in client relationship, business development, or partnership management within banks, brokerages, or wealth firms; experience in EAM, referral models, or platform partnerships is highly preferred.
• Must hold HKSI Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) licenses, with valid CPD completion.
• Excellent written and spoken Chinese and English for effective cross‑institutional communication.
• Strong business development, negotiation, and relationship‑building skills.
• Proficient in Microsoft Office; capable of extracting and analyzing AUM, trading volume, and other KPIs from banking systems.
• Familiarity with AI tools (e.g., Copilot, internal platforms) to support report drafting, meeting summaries, and business insights is an advantage.
• Highly responsible, detail‑oriented, and resilient in a multi‑tasking environment.
• Proactive and results‑driven, with a strong focus on new business capture.

Competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and various allowances.