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Client Service Manager M / F

Indosuez Wealth ManagementHong Kong, CN

23 天前

职位描述

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