Vice President, Team Head, Relationship Management - Private Banking

Chong Hing Bank Limited

Hong Kong

On-site

HKD 900,000 - 1,400,000

Full time

8 days ago

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Benefits offered by this job

5-day week
Discretionary bonus
Birthday leave
Marriage leave
Extra maternity leave
Extra Paternity Leave
Examination leave
Insurance plan
Medical plan
Family medical plan

Job summary

Chong Hing Bank Limited in Hong Kong seeks a Vice President, Team Head, Relationship Management for Private Banking. You will develop and execute the team's sales strategy to acquire High Net Worth clients and monitor pipelines to drive growth.

You will oversee client portfolios, build multi-generational relationships, ensure compliance with bank policies, and coordinate cross‑border activities to deliver excellent service. Strong communication in English, Chinese and Mandarin is essential.

Qualifications

  • Minimum 8–10 years in Private Banking / HNW client management.
  • Minimum 2 years managerial experience.
  • Familiar with banking operations, policies, legal and regulator requirements.
  • Excellent communication in English, Chinese and Mandarin.

Responsibilities

  • Develop and execute the team's sales strategy to acquire High Net Worth clients.
  • Monitor sales pipelines and business development activities.
  • Monitor clients’ portfolios to identify opportunities and revenue growth.
  • Build relationships with client families across generations for long-term connections.
  • Ensure all team activities adhere to compliance, risk management, and bank policies.
  • Coordinate client acquisition activities with Cross Border Business Development Team and departments.

Skills

Relationship management
Communication
Leadership
Financial analysis

Education

University degree in Finance/Economics/Banking

Job description

Vice President, Team Head, Relationship Management - Private Banking

Develop and execute the team's sales strategy to acquire High Net Worth clients

Monitor sales pipelines and business development activities

Monitor clients’ portfolios on a regular basis to identify business opportunities and revenue growth potential

Build relationship with client families that cross-generations to establish long-term connections to the Bank

Ensure all team activities adhere to the highest standards of compliance, risk management, and bank policies

Coordinate client acquisition activities with Cross Boarder Business Development Team and various departments to ensure the event arrangement is smooth and effective

Provide adequate support to team for excellent service delivery to Private Banking clients and handle clients’ feedback when necessary

Requirements:

University graduate preferably major in Finance, Economic, Banking or relevant subjects

Candidate with CPWP license is preferable

Minimum 8-10 years' solid experience in Private Banking / HNW client relationship management, with minimum 2 years’ of managerial experience

Well-planned, mature with excellent management skills

Familiar with banking operations and related policies, legal and regulator requirements

Strong analytical skills and solid track record in developing relationships with Private Banking clients

Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin

Qualified for registration as a Securities Intermediary (Relevant Individual) and Insurance Intermediary (Technical Representative of Insurance Agent) of the Bank

Benefit / Other Information:
  • 5-day week
  • Discretionary bonus
  • Birthday leave
  • Marriage leave
  • Extra maternity leave
  • Extra Paternity Leave
  • Examination leave
  • Insurance plan
  • Medical plan
  • Family medical plan

The Mandatory Reference Checking (MRC) Scheme is a regulatory framework established by the Hong Kong Monetary Authority, which requires banks to check the conduct history of prospective employees for positions defined under the scheme. Therefore, MRC will be a part of our selection process if you apply for the in-scope positions. For details, please refer to the “Frequently Asked Questions for In-Scope Individuals” (https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2) published by HKAB.

Chong Hing Bank Limited was established in Hong Kong in 1948. The Bank and its subsidiaries, including Chong Hing Securities and Chong Hing Insurance, provide comprehensive commercial banking and financial services to individuals and businesses. Our services include HKD and foreign currency deposits, credit facilities, foreign exchange, wealth management, investments, securities trading, insurance, and mandatory provident funds. With over 30 branches in Hong Kong, one in Macau, and 17 in Mainland China, Chong Hing Bank continues to expand its operations. Join our dynamic team and build a successful career with us.

Your application will include the following questions:

  • How many years' experience do you have as a Vice President of Sales?
  • How many years of business management experience do you have?
  • Which of the following languages are you fluent in?
  • Which of the following statements best describes your right to work in Hong Kong?
  • What's your expected monthly basic salary?
  • How many years' experience do you have as a Personal Banking Relationship Manager?
  • How many years' experience do you have in a wealth management?
  • Do you have experience in a role which requires relationship management experience?
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