Private Banking Client Support Specialist

Seeds Talent Solution Limited; Hong Kong Island; On-site; HKD 240,000 - 360,000; Full time

Job summary

Seeds Talent Solution Limited is seeking a client services professional for a banking operations role in Hong Kong. You will handle client requests, process trades, and manage inquiries related to operational issues.

Responsibilities include preparing documentation for account openings, KYC and risk profiling, maintaining up-to-date client records, and ensuring regulatory policies are applied. Strong communication and problem‑solving skills are essential.

Qualifications

• University degree in Business Administration or related discipline.
• Minimum 3 years of related experience in client service, operations or sales support.
• HKSI Licensing Examination Papers 1,7 and 8 or equivalent.
• Experience and knowledge of wealth management or private banking investment products preferred.
• Ability to work under pressure with strong problem-solving skills.
• Excellent communication, interpersonal and analytical skills.

Responsibilities

• Handle clients request and instruction directly, including trade processing and inquiries on operational issues
• Collect and prepare documentations for account opening, KYC and risk profile of the clients
• Keeping clients profiles and documentation complete, accurate and up-to-date
• Ensuring new regulatory/internal policies are implemented and rolled up properly
• Alert Relationship Manager and/ or respective parties should special actions be required
• Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA guidelines
• Provide other administrative support as required

Skills

Client service

Operations

Sales support

Analytical skills

Communication skills

Education

University degree in Business Administration

Job description

Seeds Talent Solution Limited is seeking a client services professional for a banking operations role in Hong Kong. You will handle client requests, process trades, and manage inquiries related to operational issues.

Responsibilities include preparing documentation for account openings, KYC and risk profiling, maintaining up-to-date client records, and ensuring regulatory policies are applied. Strong communication and problem‑solving skills are essential.