Client Services Manager, Private Banking

Bank of China (Hong Kong) Limited

Job No.: 493841
Employment Type: Full time
Departments: Private Banking
Job Functions: Customer Service

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
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 私人銀行服務
  • 銀行 ‧ 金融服務 - 顧客服務 · 關係管理
  • 銀行 ‧ 金融服務 - 一般 · 其他
工作地點
  • 中環
僱用形式
  • 全職
教育程度
  • 碩士
  • 學士

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