Client Service Manager M/F

Job description

Business type

Types of Jobs - Others

Job title

Client Service Manager M/F

Contract type

Permanent Contract

Expected start date

02/01/2026

Management position

No

Job summary

• Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth 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.

Position location

Geographical area

Asia, Hong Kong

City

29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

University degree

Level of minimal experience

6-10 years

Experience

- 5+ years relevant banking experience;
- Private banking experience will be an advantage

Required skills

- 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;

Technical skills required

- Investment product knowledge and experience
- License Person of Type 1 and Type 4 activities under HKMA/SFC.

Languages

Fluent in written and spoken English, Cantonese and Putonghua