Global Wealth Client Services Manager

Nomura; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Nomura in Hong Kong seeks a Client Services Manager to deliver premier service to high-net-worth clients across global markets. The role demands deep knowledge of wealth management products and strong interpersonal skills to foster long-standing client relationships.

You will support Relationship Managers with account maintenance, inquiries, and onboarding, while ensuring compliance with bank policies and regulatory requirements.

Qualifications

• Degree 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 years experience 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.

Responsibilities

• Provide fundamental support in 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.

Skills

5+ years client services experience

Excellent communication

Multitasking

Organised team player

Education

University degree in Finance or Business

Job description

Nomura in Hong Kong seeks a Client Services Manager to deliver premier service to high-net-worth clients across global markets. The role demands deep knowledge of wealth management products and strong interpersonal skills to foster long-standing client relationships.

You will support Relationship Managers with account maintenance, inquiries, and onboarding, while ensuring compliance with bank policies and regulatory requirements.