Team Head, Premier Relationship Management, International Wealth

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

OCBC Bank (Hong Kong) Limited seeks a senior leader to head a dedicated relationship-management team serving PRC clients. You will cultivate long-term client partnerships, drive growth through strategic initiatives, and ensure service excellence and regulatory compliance. Requires 10+ years in relationship management with HK/PRC market experience.

You will mentor staff, coordinate with operations and compliance, and report on client satisfaction and delivery metrics to senior management.

Qualifications

• 10+ years of relationship management experience in HK/PRC financial services.
• Proven ability to lead and develop high-performing teams.
• Strong understanding of PRC regulatory and market nuances.

Responsibilities

• Lead, mentor, and develop a dedicated team of relationship managers.
• Foster a collaborative, results-driven team culture and set clear KPIs.
• Maintain long-term client relationships and identify opportunities for cross-selling.
• Ensure regulatory compliance and risk controls across client engagements.
• Prepare reports on client satisfaction and service delivery metrics.

Skills

Relationship management

Team leadership

Client communications

Education

Bachelor’s degree in Business Administration, Finance, or a related field

Job description

Lead a dedicated team focused on providing exceptional offshore services to our PRC customers. This role involves developing and maintaining strong client relationships, ensuring service excellence, and driving business growth through strategic initiatives and effective team management.

What you do

Lead, mentor, and develop a high-performing team of relationship managers.

Foster a collaborative and results-oriented team culture.

Set clear performance goals and conduct regular performance reviews.

Client Relationship Management:

Build and maintain strong, long-term relationships with key stakeholders in PRC.

Understand client needs and tailor services to meet those requirements.

Act as the primary point of contact for escalated client issues and ensure timely resolution.

Strategic Planning:

Develop and implement strategic plans to enhance client satisfaction and retention.

Identify opportunities for upselling and cross-selling services to existing clients.

Monitor market trends and competitor activities to inform strategy.

Service Delivery Oversight:

Ensure the delivery of high-quality offshore services that meet or exceed client expectations.

Collaborate with operational teams to streamline processes and improve service efficiency.

Implement and monitor performance metrics to assess service delivery effectiveness.

Stakeholder Engagement:

Liaise with internal departments (e.g., operations, compliance) to ensure alignment in service delivery.

Communicate client feedback and insights to senior management for continuous improvement.

Compliance and Risk Management:

Ensure all activities comply with regulatory requirements and Bank policies.

Identify potential risks in client relationships and develop mitigation strategies.

Reporting and Analysis:

Prepare regular reports on team performance, client satisfaction, and service delivery metrics.

Analyze data to identify trends and areas for improvement.

Who you are

Bachelor’s degree in Business Administration, Finance, or a related field

10+ years of experience in relationship management, preferably both in HK and PRC financial services.

Proven track record of managing teams and developing client relationships in the PRC market.

Strong understanding of the cultural, economic, and regulatory environment in PRC.

Pass HKSI and IIQE Licensing requirements

Possess qualifications of ECF-CRM would be an advantage