Team Head, Client Relationship Management, Private Banking
Bank Of China (Hong Kong) Limited
Hong Kong, Hong Kong


  • Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tailor-made Private Banking services.
  • Explore potential Private Banking clients, increase HNW clients market share, actively perform cross-selling, in order to improve the clients' portfolio
  • Lead and provid the supervisory over a group of Relationship Managers by providing coaching and leadership on client acquisition and client management to build the sustainable business growth and achieve goals predetermined by Senior Management.
  • Requirements

  • Degree or above, with BBA, Marketing, Economic, Statistic, or Financial Management are preferable
  • Minimum of 5 years relevant experience in financial services, with at least 3 years of which on client management is preferable.
  • Sound knowledge in investment and insurance business, banking operation, risk management and business practices
  • Possess a strong sense of awareness to people, being able to identify bottlenecks and motivate sales staff appropriately
  • Possess on qualification in HKSI (Type 1 &4), ECF-CPWP, CFA, CFP, CFMP preferred
  • Proficient in rules and regulations for Local requirement from customer KYC, portfolio management solution and risk matters.
  • Excellent communications and presentation skills with food command of English and Chinese in both spoken and written including Putonghua
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