Client Servicing Manager - Private Banking

Employees Benefits

• Wellbeing – annual leaves, birthday leave, additional time-off (4 hours per month) to cater for your personal interest and mental wellbeing
• Premises facilities – free lunch, free gymnasium, breakout areas for leisure and team building purposes
• Banking benefits – preferential interest rate, mortgage loan availability, staff loan
• Staff engagement – voluntary activities, sports programs and activities, rooftop farming in Kwun Tong office
• Learning & development – in-house training courses on furnishing your soft skills or consolidating your professional knowledge

Together, we can achieve more

The Bank of East Asia, Limited ("BEA") is Hong Kong’s largest independent local bank with 48 branches, 42 SupremeGold Centres, and 3 i-Financial Centres throughout the city.

Overseas, BEA has established a presence in Southeast Asia, the United Kingdom, and the United States. Worldwide, including Hong Kong and the rest of Greater China, BEA operates around 130 outlets and employs approximately 8,000 people. We invite you to become part of our team and to pursue a bright and exciting future.

Responsibilities

• Be a team member of Private Banking Department
• Provide first-class customer service which meet the standards / requirements / guidelines prescribed by regulators and the Bank
• Provide professional and appropriate advice in the best interests of clients and with regard to their unique circumstances
• Assist Relationship Managers in account opening / maintenance, preparing credit proposals, amendments and reviews
• Take clients' orders for securities investment and other banking products
• Monitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value day

Requirements

• University graduate
• Minimum 6 years’ relevant experience in banking (preferably private banking) and customer service
• Passed the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer is preferred
• Relevant HKIB qualification would be an advantage
• Good knowledge of banking procedures as well as credit and investment products
• Team player with strong presentation and communication skills
• Good command of both spoken and written English and Chinese, Putonghua is a plus

Candidate with less experience could be considered as Client Servicing Officer.

This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA). In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In-Scope Individuals in the MRC Scheme. Further information can also be provided on request.

Please apply online via the BEA Careers website at https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=1&JobOpeningId=4560&PostingSeq=1 or by clicking the "Apply Now" button. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.