Client Service Manager M/F

Indosuez Wealth Management; Hong Kong Island; On-site; HKD 600,000 - 900,000; Full time

Job summary

Indosuez Wealth Management in Hong Kong is seeking a Banking Professional with 6-10 years of experience. You will support relationship managers in client transactions and ensure compliance with bank policies. The ideal candidate will have a Bachelor's degree, fluent English, Cantonese, and Putonghua, with at least 5 years of relevant banking experience. Strong communication skills and proficiency in Microsoft applications are essential. We offer a diverse and inclusive workplace that welcomes all applicants.

Qualifications

• 6-10 years of relevant experience, preferably in banking.
• 5+ years experience in banking or private banking is advantageous.
• Fluent in English, Cantonese, and Putonghua.

Responsibilities

• Support relationship managers in client transactions.
• Process credit approvals and coordinate with teams.
• Monitor clients' account status and report irregularities.
• Act as key contact for daily operational inquiries.

Skills

Good communication and interpersonal skills

Customer-focused

Self-motivated

Meticulous

Able to work under pressure

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in PowerPoint

Education

Bachelor Degree / BSc Degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Responsibilities

• Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
• Involve in executing client's 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.

Geographical area

Asia, Hong Kong

City

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

Education

Bachelor Degree / BSc Degree or equivalent

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

Entity

About Indosuez Wealth Management in Asia. Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.