Bank of China (Hong Kong)

Client Services Manager, Private Banking

Bank of China (Hong Kong)  •  Hong Kong, HK (Onsite)  •  5 months ago
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Job Description

Responsibilities:

  • Provide all-rounded support to Private Banking Relationship Manager
  • Receive investment instructions from clients and transmit same for accurate and timely execution and at all times ensure high service quality
  • Assist RM or Senior RM to open accounts for clients and to conduct KYC
  • Assist RM or Senior RM to prepare credit applications for clients
  • Attending to general client queries; liaise with internal and external parties to fulfill client requests and administrative follow-up
  • Prepare ad-hoc and regular internal reports for senior management
  • Fully compliant with regulations and Group policies and guidelines, and to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity

Requirements:

  • Degree holder or above with major in Finance or related discipline
  • At least 6 years solid working experience in serving personal banking clients, of which at least 3 years in private banking
  • Familiar with investment products in private banking field
  • Interpersonal skills – communicating effectively and provide value adding advice to others, influencing, supervising effectively
  • Able to analyze situations, prioritize and implement processes effectively
  • Strong character and able to work under stress
  • Good command of both verbal and written English and Chinese

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Bank of China (Hong Kong)

About Bank of China (Hong Kong)

Bank of China (Hong Kong) Limited (“BOCHK”) is a leading commercial banking group in Hong Kong with strong market positions in all major businesses. We have the most extensive local branch network and diverse service platforms in Hong Kong, including more than 190 branches, 280 automated banking centres, efficient e-channels of over 1,000 self-service machines, as well as Internet and Mobile Banking services. We offer a comprehensive range of financial, investment and wealth management services to personal, corporate and institutional customers. To implement the overseas development strategy of BOC Group, we strive to drive our regional development by expanding our business in the Southeast Asian region. Our branches and subsidiaries have been extended to Southeast Asian countries such as Thailand, Malaysia, Vietnam, the Philippines, Indonesia, Cambodia, Laos and Brunei, with the provision of professional and high-quality financial services to local customers. We will also expedite our development into a top-class, full- service and internationalised regional bank.

BOCHK is one of the three note-issuing banks and the sole clearing bank for Renminbi (“RMB”) business in Hong Kong. With our strong RMB franchise, we are the first choice of customers in this business.Through the deep collaboration with our parent bank, BOC, we provide a full range of high-quality crossborder services to multinationals, cross-border customers, mainland enterprises going global, central banks and super-sovereign organisations.

BOC Hong Kong (Holdings) Limited, BOCHK’s holding company, is one of the largest listed companies on the main board of the Stock Exchange of Hong Kong, with stock code “2388” and ADR OTC Symbol “BHKLY”.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
, HK
Year Founded
Unknown
Website
bochk.com
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