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Client Service Manager M / F

Indosuez Wealth ManagementHong Kong, CN

23 days ago

Job description

Job summary

Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
Proactively monitor clients' account status and report for any irregularities;
Act as a key contact, both external and internal, for clients' daily operational enquiries;
Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
Complete all mandatory training as required to attain and maintain proficiency;
To manage meetings and travel arrangements of RMs;
To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.

Position location

Geographical area

Asia, Hong Kong

City

29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

University degree

Level of minimal experience

6-10 years

Experience

5+ years relevant banking experience;

Private banking experience will be an advantage

Required skills

Good communication and interpersonal skills;

Customer-focused, self-motivated, and meticulous;

Able to work under pressure;

Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications;

Technical skills required

Investment product knowledge and experience

License Person of Type 1 and Type 4 activities under HKMA / SFC.

Languages

Fluent in written and spoken English, Cantonese and Putonghua

Client Manager • Hong Kong, CN