Client Solution Associate Director - Top Swiss PB

Michael Page International (HK) Ltd; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

16 days annual leave

Medical benefits

Guaranteed bonus

Job summary

Michael Page International (HK) Ltd is seeking a Client Solution Associate Director to manage APAC private banking clients and support relationship managers. The role emphasizes onboarding, KYC, and ARM experience, with a focus on high‑net‑worth clients across APAC.

The ideal candidate will have 8+ years in private banking onboarding, strong commercial sense, and fluency in English and Chinese, enabling effective cross‑border client service and regulatory compliance across markets.

Qualifications

• Bachelor's Degree holder in Business Administration or relevant discipline.
• At least 8 years of working experience in client onboarding/ KYC/ ARM within private banking.
• Strong commercial sense, problem-solving and solution oriented skills.
• Good speaking and writing skills in English and Chinese.

Responsibilities

• Develop client-centric financial solutions tailored to individual needs.
• Collaborate with internal teams to ensure seamless delivery of banking and financial services.
• Provide expert advice on financial products and services to enhance client satisfaction.
• Manage client relationships and address queries in a timely and professional manner.
• Conduct market research to identify emerging trends and opportunities within the financial services industry.
• Prepare detailed reports and analyses to support business strategies.
• Ensure compliance with regulatory requirements and internal policies.
• Assist in the development of new financial services and products.

Skills

KYC / ARM experience

English & Chinese proficiency

Client onboarding

Education

Bachelor's Degree in Business Administration or related field

Job description

Our client is currently looking for a Client Solution Associate Director with focus in managing APAC private banking client and assist relationship manager, prepare onboarding documents, client documentation checking with strong knowledge in Private banking markets. The successful candidate should have at least 8 years of working experience in KYC/ Client onboarding / ARM field within private banks or wealth management.

Our client is a leading international private bank with a strong presence across Europe, Asia, and the Middle East, serving high-net-worth and ultra-high-net-worth individuals. The bank is renowned for its long-term approach to wealth management, offering comprehensive private banking, investment, and advisory solutions. Their department is looking for a Client Solution Associate Director with focus in assisting APAC PB client, relationship manager with good commercial sense in PB market.

Description

• Developing and implementing client-centric financial solutions tailored to individual needs.
• Collaborating with internal teams to ensure seamless delivery of banking and financial services.
• Providing expert advice on financial products and services to enhance client satisfaction.
• Managing client relationships and addressing queries in a timely and professional manner.
• Conducting market research to identify emerging trends and opportunities within the financial services industry.
• Preparing detailed reports and analyses to support business strategies.
• Ensuring compliance with regulatory requirements and internal policies.
• Assisting in the development of new financial services and products.

Profile

• Bachelor's Degree holder of Business Administration or relevant discipline
• At least 8 years of working experience in client onboarding/ KYC/ ARM within private banking
• Strong commercial sense, problem-solving and solution oriented skills
• Good speaking and writing skills in English and Chinese

Job Offer

• international working environment
• 16 days of AL, medical benefits, guarantee bonus