Associate, Client Services Manager

Nomura; Hong Kong; On-site; HKD 550,000 - 900,000; Full time

Job summary

Nomura in Hong Kong's International Wealth Management seeks a Client Services Manager (Associate) to support senior Relationship Managers and deliver exceptional service to high-net-worth clients across global markets.

You will handle inquiries, documentation, and account activity, coordinate with internal teams, and contribute to timely transaction processing while ensuring compliance and client satisfaction.

Qualifications

• Degree in Finance or Business is required.
• Minimum 5 years' experience in client services/relationship management within wealth management or private banking.
• Must possess CACS papers 1 and 2.
• Experience with investment products and wealth management principles.
• Excellent communication and interpersonal skills.
• Organised team player with ability to multi-task.

Responsibilities

• Provide client service support and assist Relationship Managers.
• Respond to client inquiries on account documentation, activity, transfers.
• Liaise with Clients and service providers to ensure timely processing of transactions.
• Assist in client onboarding and account reviews.
• Ensure compliance with bank policies and regulatory requirements.
• Handle secretarial and administrative tasks; logistics for trips/meetings.
• Other duties as assigned by supervisor.

Skills

Client relationship management

Communication

Multitasking

Attention to detail

Team player

Wealth management knowledge

Education

Bachelor's degree in Finance or Business

CACS papers 1 and 2

Job description

Job Title:

Client Services Manager

Corporate Title:

Associate

Division:

International Wealth Management

Location:

Hong Kong

Licensed Role:

Yes

Nomura Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com

Department Overview

Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.

Role Description

The Client Services Manager will play a crucial role in delivering exceptional service to our high-net-worth clients across various global markets. This position requires a deep understanding of wealth management products and services, along with strong interpersonal skills to foster and maintain client relationships.

Responsibilities

• Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
• Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information
• Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients' requirements
• Assist in client on/off boarding pre-checks/processes and all account reviews
• Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
• Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner
• Provide secretarial and administrative support
• Handle logistics for business trips and meetings
• Any other job duties which the supervisor may delegate from time to time

Requirements

• D egree from a University in Finance or Business
• Minimum 5 years' experience as client services or relationship management within wealth management or private banking
• Possess Client Advisor Competency Standards (CACS) papers 1 and 2
• Minimum 5 e xperience with investment products, financial planning, and wealth management principles
• Excellent communication and interpersonal skills, with a client-centric approach
• Meticulous and ability to multi-task
• Organised team player with good understanding of financial products and services

Nomura Competencies

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER:

This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

Nomura is an Equal Opportunity Employer