Client Services Manager, Private Banking

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

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course.