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Client Service Manager - Major European Private Bank H
January 5, 2020
Our client is a major player in Europe with a strong international presence through our operations in the globe. As one of the leading foreign Banks in Switzerland specialised in wealth management, they are with more than CHF 40 billion under management, offering all the advantages of an independent Swiss bank while supported by a solid parent company.
They are now seeking for a Assistant Client Service Manager/ Client Service Manager of the Hong Kong Branch.
Support relationship managers in performing various client transactions and delivering high quality customer services to HNW clients;
Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
Proactively monitor clients' account status and report for any irregularities;
Act as a key contact, both external and internal, for clients' daily operational enquiries;
Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
Complete all mandatory training as required to attain and maintain proficiency;
To manage meetings and travel arrangements of RMs;
To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
University degree with minimum 2 to 3 years relevant banking experience;
Private banking experience will be an advantage;
Investment product knowledge and experience;
Good communication and interpersonal skills;
Customer-focused, self-motivated, and meticulous;
Able to work under pressure;
Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications;
Proficiency in written and spoken English and Chinese, ability to speak Mandarin will be an advantage;
License Person of Type 1 and 4 under HKMA/SFC.
Interesting individuals please click "Apply Now" or send your updated CV to Claudia Lee - or call 3008 0358 for a further discussion.