Private Wealth Client Services Manager

PowerToFly; Hong Kong Island; On-site; HKD 700,000 - 1,000,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career progression

Supportive and inclusive work environment

Job summary

A global financial services firm in Hong Kong is seeking a Client Service Manager to manage relationships with Ultra High Net Worth clients. The role involves executing banking transactions, conducting pre-trade checks, and providing exceptional client service. Ideal candidates possess a degree in finance, relevant experience in wealth management, and proficiency in both English and Mandarin. Join a dynamic team committed to excellence and enjoy comprehensive benefits within a supportive work 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

• Execute a range of banking and investment transactions for clients.
• Conduct pre-trade checks on product suitability.
• Answer client enquiries and address client feedback.
• Provide administrative support to Investment Representatives.

Skills

Client service experience in wealth management

Excellent communication skills

Ability to multi-task

Detail-oriented and meticulous

Proficiency in Cantonese and Mandarin

Education

University graduate in Finance or related disciplines

Job description

A global financial services firm in Hong Kong is seeking a Client Service Manager to manage relationships with Ultra High Net Worth clients. The role involves executing banking transactions, conducting pre-trade checks, and providing exceptional client service. Ideal candidates possess a degree in finance, relevant experience in wealth management, and proficiency in both English and Mandarin. Join a dynamic team committed to excellence and enjoy comprehensive benefits within a supportive work environment.