Private Wealth Client Services Manager

Dormont Manufacturing Co; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Dormont Manufacturing Co is seeking a Client Service Manager in Hong Kong to manage relationships with Ultra High Net Worth clients. You will execute investment transactions, handle client enquiries, and ensure compliance with internal policies.

The ideal candidate will have a university degree in Finance, relevant client service experience, and be fluent in English, Cantonese, and Mandarin. This role requires attention to detail, strong communication skills, and the ability to work in a fast-paced environment.

Qualifications

• University graduate in Finance or related disciplines.
• Relevant client service experience in wealth management or private banking industry.
• Good knowledge of wealth management and private banking investment products and operations.

Responsibilities

• Manage client relationships and deliver private wealth management services.
• Execute banking and investment transactions for clients.
• Conduct pre-trade checks on product suitability.

Skills

Wealth management knowledge

Client service experience

Communication skills

Detail-oriented

Multi-tasking ability

Education

University degree in Finance or related disciplines

Certified Private Wealth Professional (CPWP)

Job description

Dormont Manufacturing Co is seeking a Client Service Manager in Hong Kong to manage relationships with Ultra High Net Worth clients. You will execute investment transactions, handle client enquiries, and ensure compliance with internal policies.

The ideal candidate will have a university degree in Finance, relevant client service experience, and be fluent in English, Cantonese, and Mandarin. This role requires attention to detail, strong communication skills, and the ability to work in a fast-paced environment.