Responsibilities 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 #LI-CT1
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Team Head, Client Relationship Management, Private Banking
Free
Team Head, Client Relationship Management, Private Banking
Hong Kong, Hong Kong,
Modified August 8, 2024
Description
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Employer's info
Bank of China, include BOC Hong Kong, BOC International, BOCG Insurance and other financial institutions, providing a comprehensive range of high-quality financial services to individual and corporate customers as well as financial institutions worldwide.
Over the past century, Bank of China played an important role in China’s financial history. It was established in 1912 pursuant to the approval of DR. Sun Yat-sen. In the following 37 years the Bank served as the central bank, international exchange bank and specialized foreign trade bank successively. In 1949, Bank of China became the state-designated specialized foreign exchange bank. In 2003, it was named by the State Council as one of the pilot banks for joint-stock reform of wholly state-owned commercial banks. On August 26, 2004, Bank of China Limited was formally incorporated in Beijing as a state-controlled joint stock commercial bank.
Bank of China is the most internationalized commercial bank in China. BOC London Branch, the first overseas branch of the Chinese banks, was established in 1929. Currently, it had over 10000 domestic operations and over 600 overseas operations. In 1994 and 1995, Bank of China became the note issuing bank in Hong Kong and Macao respectively.
The Bank prepared a new strategic development plan which was approved by the Board of Directors in March 2009. Strategic Positioning: To be a large multinational banking group based on a diversified and integrated cross-border business platform, with a core business of commercial banking. Strategic Goals: To be a leading international bank delivering growth and excellence.
Specialties
Banking,
Trade financing,
Investment banking
