Head of Client Service - Private Banking

Job level Senior
Work exp 8 Years To 15 Years or above
Education Bachelor Degree
Professional Qualification HKSFC Type 1 and 4
Skill Private Banking Assistant
Language Chinese - Cantonese, Chinese - Mandarin, English
Location Hong Kong
Employment type Permanent
Benefits 5-day week, Dental plan, Discretionary bonus, Education subsidies, Insurance plan, MPF, Maternity leave, Statutory holidays, Year-end bonus
Industry Banking
Job function Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Investment & Securities
Banking / Finance > Asset Management
Published On 10/11/2016
ref. HCS-PC-101116


  •  At the directive of Head of Business Admin, facilitate and train the CSO team in HK
  •  Provide leadership and supervisory oversight of the CSOs and maintain a positive working culture within the team
  • Provide onsite support to the CSOs and hands on involvement in the daily BAU processes
  • Work as liaison officer to coordinate the CSO team and Relationship Managers training and fulfilling ad-hoc assignments from Singapore office
  • Assist Head of Business Admin on the planning and execution of the new initiatives
  • Work actively with Singapore stakeholders in resolving the issues faced by the CSO
  • Identify any operational process gaps and work with the relevant stakeholders to resolve the gaps
  • Assist in the management of the various periodic reviews i.e. CRQ, KYC & Credit
  • Answer queries from Relationship Managers on transactional activity, operations, systems and resolve successfully
  • Report suspicious activities/behavior of clients and staff to related parties e.g. account irregularities. Attend all IPB Compliance and other training
  • To alert and assist Team Leaders / Relationship Managers in marketing investment products whenever appropriate


  • Minimum requirement of a degree holder in business or related disciplines;
  • 8-10 years of CSO experience in Private Banking segment;
  • Currently a strong team leader with excellent interpersonal skills and communication skills;
  • Great product knowledge, advisory service and risk management in Private Banking business;
  • Good knowledge of Banking Ordinance, Securities and Futures Ordinance and related regulatory requirements;
  • Holder of HKSFC type 1 and 4 license; and
  • Good command of English and Chinese (including Mandarin).

Interested parties please quote the job position and send a full application

(in Microsoft Word Format) with present and expected salary

to banking@spidernetrs.com.hk or fax to 2155 1068

Please send your full resume in Ms Word Format

All information provided will be used for recruitment purpose only