Client Solution Associate Director - Top Swiss PB

Michael Page (Hong Kong); Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

International working environment

16 days AL + medical benefits + bonus

Job summary

Michael Page (Hong Kong) is seeking a Client Solution Associate Director to support APAC private banking clients. The role focuses on onboarding, KYC, ARM, and delivering client-centric financial solutions.

You will collaborate with internal teams to ensure seamless service delivery and provide expert product advice to high-net-worth clients. The successful candidate will have at least 8 years' experience in private banking client onboarding/KYC/ARM, a strong commercial sense, and fluency in

Qualifications

• Bachelor's degree in Business Administration or relevant discipline is required.
• At least 8 years of working experience in client onboarding, KYC, or account relationship management within private banking.
• Strong commercial sense, problem-solving and solution orientation are important.

Responsibilities

• Develop and implement 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 promptly and professionally.
• Conduct market research to identify trends and opportunities in financial services.
• Prepare detailed reports and analyses to support business strategies.
• Ensure compliance with regulatory requirements and internal policies.
• Assist in developing new financial services and products.

Skills

KYC onboarding ARM

APAC private banking

Client solution

Education

Bachelor's degree in Business Administration or relevant discipline

Job description

• Looking for 8 years of working experience within KYC/ onboarding/ ARM


• Excellent exposure in APAC private banking clients and client solution

About Our Client

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.

Job 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.

The Successful Applicant

• 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

What's on Offer

• international working environment


• 16 days of AL, medical benefits, guarantee bonus