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Director / Associate Director, Private Banking

Bank Of China (Hong Kong) Limited
Hong Kong, Hong Kong
Closing date
Mar 28, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
  • Manage a client base of high net worth individuals to achieve business penetration and portfolio growth
  • Work in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners
  • Provide solutions on the basis of advice that solidify long term relationships, while exploring and capturing additional business opportunities
  • Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards
  • University graduate, and additional professional qualifications in Finance or Investment discipline will be an advantage
  • At least 3 years solid working experience in serving private banking clients
  • Strong negotiation, credit, communications, organizational, analytical, customer service and problem-solving skills
  • Possess consultative selling skills, robust business development and prospecting skills
  • Strong proactive networking, client following ability and aspire to build long term partnership
  • Agile and flexible to adapt
  • Strong knowledge of investment products, financial industry topics, trends and related issues, and ability to articulate and be conversant in all aspects of business offerings
  • Ability to manage client book in a compliant manner
  • Good command of both verbal and written English and Chinese

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