Team Head, Client Relationship Management, Private Banking

Company : Bank Of China (Hong Kong) Limited

Job Type : Full Time

Hong Kong

Number of Applicants

000+

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Job Description - Team Head, Client Relationship Management, Private Banking

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

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Team Head, Client Relationship Management, Private Banking

Job Description - Team Head, Client Relationship Management, Private Banking

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