Bank of China (Hong Kong)

Relationship Manager, External Asset Management (EAM), Private Banking

Bank of China (Hong Kong)  •  Hong Kong, HK (Onsite)  •  3 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

  • Proactively engage and expand relationships with RM teams from financial institutions (e.g., private banks, brokerages, wealth managers) to build a robust referral network.
  • Drive the onboarding of HNWI clients from partner institutions onto BOCHK’s EAM platform, ensuring consistent new business flow.
  • Support partner RMs in client referral process, including document collection, KYC/AML preparation, account opening coordination, and system registration.
  • Coordinate trade routing arrangements, ensuring trade instructions are issued by the partner RM and executed by designated dealers.
  • Monitor AUM, trading activity, and performance of referred clients; provide regular business updates and insights.
  • Support the preparation of incentive scheme briefings, revenue reconciliation, and sharing reports to ensure transparency and trust.
  • Gather market intelligence, competitor insights, and partner feedback to inform business strategy.
  • Contribute to EAM platform enhancements, process streamlining, and system upgrades to improve operational efficiency.

Requirements:

  • Bachelor’s degree or above in Finance, Economics, Business, or related discipline.
  • Minimum 5 years of experience in client relationship, business development, or partnership management within banks, brokerages, or wealth firms; experience in EAM, referral models, or platform partnerships is highly preferred.
  • Must hold HKSI Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) licenses, with valid CPD completion.
  • Excellent written and spoken Chinese and English for effective cross-institutional communication.
  • Strong business development, negotiation, and relationship-building skills.
  • Proficient in Microsoft Office; capable of extracting and analyzing AUM, trading volume, and other KPIs from banking systems.
  • Familiarity with AI tools (e.g., Copilot, internal platforms) to support report drafting, meeting summaries, and business insights is an advantage.
  • Highly responsible, detail-oriented, and resilient in a multi-tasking environment.
  • Proactive and results-driven, with a strong focus on new business capture.
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
Social Media