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Team Head, Client Relationship Management, Private Banking

Bank of China
Ogden, KS Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/3/2025

Team Head, Client Relationship Management, Private Banking

Job No. : 492554

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Employment Type : Full time

Departments : Private Banking

Job Functions : Asset Management, Business Development, Customer Services, Relationship Management

Responsibilities

  • Manage, develop and strengthen Private Banking client relationships, providing high-quality, comprehensive and tailor-made Private Banking services.
  • Explore potential Private Banking clients, increase HNW clients market share, and actively perform cross-selling to improve clients’ portfolios.
  • Lead and provide supervision over a group of Relationship Managers by offering coaching and leadership on client acquisition and management to build sustainable business growth and achieve goals predetermined by Senior Management.

Requirements

  • Degree or above, preferably in BBA, Marketing, Economics, Statistics, or Financial Management.
  • Minimum of 5 years relevant experience in financial services, with at least 3 years in client management.
  • Sound knowledge in investment and insurance business, banking operations, risk management, and business practices.
  • Possess a strong sense of awareness of people, able to identify bottlenecks and motivate sales staff appropriately.
  • Possess qualifications in HKSI (Type 1 & 4), ECF–CPWP, CFA, CFP, CFMP preferred.
  • Proficient in local regulations regarding customer KYC, portfolio management solutions, and risk matters.
  • Excellent communication and presentation skills with a good command of English and Chinese, including Putonghua, in both spoken and written forms.

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