Job No.: 493841 Employment Type: Full time Departments: Private Banking Job Functions: Customer Service, Relationship Management

Job No.: 493841
Employment Type: Full time
Departments: Private Banking
Job Functions: Customer Service, Relationship Management

Client Services Manager

Job level Middle
Work exp Minimum 6 Years
Education Bachelor Degree
Location Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Investment Banking / M & A
Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Others
Published On 11/10/2016
ref. 493841

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

Responsibilities:

  • 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

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website “http://www.bochk.com”

Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.