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Published 1 week ago

Client Services Manager, Private Banking

Bank Of China (Hong Kong) Limited

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

#LI-LC1

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Job Particulars

Job source
eFinancialCareers
Job reference
22864138
Date published
25 Nov 2025
Job keywords
Private Banking & Wealth Management, Client Relations, Operations, Other, Investment Consulting, n/a
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