Director / Associate Director, Private Banking

Bank of China (Hong Kong) Limited; Hong Kong Island; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

An established financial institution in Hong Kong is seeking a Director / Associate Director for its Private Banking division. The ideal candidate will develop business plans to acquire clients and manage a portfolio of high net worth individuals while ensuring compliance with regulations. Applicants should have a solid background in private banking, strong negotiation skills, and fluency in both English and Chinese.

Qualifications

• At least 3 years of experience in private banking.
• Strong knowledge of investment products and financial industry trends.
• Good command of both verbal and written English and Chinese.

Responsibilities

• Develop and execute an individual business plan for client acquisition.
• Manage a client base of high net worth individuals.
• Ensure compliance with company policies and regulatory standards.

Skills

Negotiation

Communication

Analytical Skills

Customer Service

Problem-Solving

Education

University Graduate

Professional Qualifications in Finance or Investment

Job description

Director / Associate Director, Private Banking

Apply Now Job No.: 492298
Employment Type: Full time
Departments: Private Banking
Job Functions: Business Development, Relationship Management

Responsibilities

• 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

Requirements

• 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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