Client Services Manager

Job level Middle
Work exp Minimum 6 Years
Education Bachelor Degree
Language Chinese - Cantonese, English
Employment type Full Time
Industry Banking
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Legal / Compliance
Banking / Finance > Private Banking / Wealth Management
Published On 12/07/2019
ref. 493841

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



  • 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


  • 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