Private Banking Investment Professional - Hong Kong

TwinThread; Worcester (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

TwinThread is seeking an Investment Professional for the Hong Kong Market team to monitor client accounts and assist with account administration. This role involves working closely with Client Advisors and requires a Bachelor’s degree in Finance or Business alongside a minimum of 3 years in client service within Private Banking.

The successful candidate will demonstrate strong organizational skills, the ability to work under tight deadlines, and will act as the primary contact for external clients to ensure high-quality service and client satisfaction.

Qualifications

• Minimum 3 years of experience in client service in Private Banking.
• Ability to multi-task and manage priorities effectively.
• Strong commitment to accuracy and confidentiality.

Responsibilities

• Monitor client accounts and assist with daily account administration.
• Support Client Advisors in documentation and suitability assessments.
• Act as primary contact with external clients for account administration.

Skills

Client service experience in Private Banking

Strong interpersonal and communication skills

Ability to work under tight market deadlines

Organizational and prioritization skills

Judgment and problem-solving skills

Education

Bachelor’s degree in Finance or Business

Job description

TwinThread is seeking an Investment Professional for the Hong Kong Market team to monitor client accounts and assist with account administration. This role involves working closely with Client Advisors and requires a Bachelor’s degree in Finance or Business alongside a minimum of 3 years in client service within Private Banking.

The successful candidate will demonstrate strong organizational skills, the ability to work under tight deadlines, and will act as the primary contact for external clients to ensure high-quality service and client satisfaction.