Private Banking Client Services Specialist

Standard Chartered Bank; Hong Kong; On-site; HKD 550,000 - 800,000; Full time

Benefits offered by this job

Salary & benefits

Retirement & Insurance

Leave policy

Flexible working

Wellbeing support

Learning culture

Diversity & inclusion

Job summary

Standard Chartered Bank Hong Kong is seeking a Client Services Manager in Private Banking to deliver high-quality client service, ensure cross-team collaboration, and uphold AML controls and regulatory requirements.

You will support TL/RMs in executing banking and investment transactions, manage client inquiries, assist with KYC diligence, and guide documentation through processing systems while safeguarding client files and reporting issues promptly.

Qualifications

• RNF license with CACS Paper 1 and 2 required.
• HKMA Type 1 license required.
• Experience in Private Banking or related client services preferred.

Responsibilities

• Provide comprehensive client support to TL/RMs in executing banking and investment transactions.
• Handle day-to-day client queries on transactional activity, operations, and account re-balancing.
• Assist TL/RMs in client profiling, KYC diligence, and input information into processing systems.
• Support documentation as part of sales processes and ensure timely completion of client files.
• Escalate customer complaints per procedures and report risks to management.
• Ensure client documents and reporting conform to internal standards and credit/operational controls.

Skills

Knowledge of Financial Products and  &

Years of Experience

Qualification

Education

RNF license (CACS Paper 1 & 2)

HKMA Type 1 license

Job description

Standard Chartered Bank Hong Kong is seeking a Client Services Manager in Private Banking to deliver high-quality client service, ensure cross-team collaboration, and uphold AML controls and regulatory requirements.

You will support TL/RMs in executing banking and investment transactions, manage client inquiries, assist with KYC diligence, and guide documentation through processing systems while safeguarding client files and reporting issues promptly.