Market Head, Client Relationship Management, Private Banking
Bank Of China (Hong Kong) Limited
Hong Kong, Hong Kong
5天前

Responsibilities

  • Establish effective customer service and referral models of Private Banking Business by identifying the target customer group, acquiring UHNW / HNW clients, as well as providing high-quality client services, to achieve sales targets.
  • Lead and supervise Team Heads, Relationship Managers and Client Services Managers on client acquisition and client management to achieve sustainable business growth.
  • Build up Client Management teams through recruitment of talent professionals in Private Banking and training
  • Cultivate and foster a culture of strong sense of integrity and compliance in the teams, and ensure compliance on regulatory requirements and minimizes any potential liability for the bank.
  • Requirements

  • Bachelors or above
  • Minimum of 8 years of relevant experience in financial services, with at least 3 years of which on client management in private banking sector is preferable.
  • Qualification in HKSI (Type 1 &4), ECF-CPWP / CFA / CFP / CFMP preferred
  • Strong understanding of relevant rules and regulations ranging from customer KYC, portfolio management solution and risk matters
  • Strong people management skills with ability to build rapport with stakeholders, lead and motivate the sales team to achieve business goals
  • Proficiency in both English and Chinese with good communication and presentation skills
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