Vice President, Team Head, Relationship Management - Private Banking

Chong Hing Bank; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Benefits offered by this job

5-day week

Discretionary bonus

Education subsidies

Birthday leave

Marriage leave

Extra maternity leave

Extra paternity leave

Examination leave

Insurance plan

Medical plan

Family medical plan

Dental plan

Job summary

Chong Hing Bank is seeking an experienced Private Banking executive to lead a team serving High Net Worth clients in Hong Kong. You will drive the sales strategy, oversee pipelines, and identify revenue growth opportunities while ensuring strict compliance and risk controls.

You will build multi-generational client relationships and coordinate cross-department events to enhance service delivery. The role requires 8–10 years in Private Banking with at least 2 years in management, strong

Qualifications

• 8-10 years' solid experience in Private Banking / HNW client relationship management with at least 2 years in a managerial role.
• Strong understanding of banking operations and related policies, regulatory requirements.
• Excellent communication and interpersonal skills 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 regularly to identify opportunities and revenue growth potential.
• Build relationships with client families across generations to ensure long-term connections to the Bank.
• Ensure all team activities comply with high standards of compliance, risk management and bank policies.
• Coordinate client acquisition activities with Cross Border Business Development Team and various departments for smooth events.
• Provide support to the team for excellent service delivery to Private Banking clients and address client feedback when needed.

Skills

Analytical skills

Communication skills

Interpersonal skills

English Chinese Mandarin

Education

Bachelor's degree

Job description

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 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
• Education subsidies
• Birthday leave
• Marriage leave
• Extra maternity leave
• Extra Paternity Leave
• Examination leave
• Insurance plan
• Medical plan
• Family medical plan
• Dental plan

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More Job Information

Job Function

• 銀行
• 金融服務 - 一般
• 其他

Employment Term

• 全職

Education

• 學士

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.