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Client Services Officer, Wealth Management, Hong Kong
January 5, 2020
Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information
Liaison with Clients and work closely with Operations to ensure timely transaction processing and service delivery of clients' requirements
Assist in client on/off boarding pre-checks/processes and all account reviews
Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
Receive, execute and report order for equities, foreign exchange, structured and fixed-income products, etc in a timely and accurate manner
Provide secretarial and administrative support
Handle logistics for business trips and meetings
Any other job duties which the supervisor may delegate from time to time
Key Experience & Skills
Minimum Bachelor degree, preferably in Business / Finance
Minimum 5-7 years of relevant experience in private banking with an investment/global bank
English and Mandarin language skills preferred, as the role requires regular correspondences with Chinese clients.
Meticulous and ability to multi-task
Organized team player with good understanding of financial products and services
Excellent interpersonal and communication skills
Regional Disclaimers / Diversity Statement
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.