Client Services Manager

Job Summary

Support Relationship Managers in providing private banking services and managing client needs.

Responsibilities

• Support Relationship Managers in servicing private banking clients.
• Handle client enquiries on accounts, financial markets, and banking transactions.
• Assist with account opening and client documentation.
• Assist with securities and other banking transactions.
• Support credit proposals, credit amendments, and credit reviews.
• Monitor loans, deposits, remittances, and securities transactions.
• Assist in monitoring collateral and loan positions.
• Maintain accurate client records and documentation.
• Ensure compliance with applicable regulatory and internal requirements.

Requirements

• Bachelor’s degree or equivalent qualification preferred.
• CACS Paper 1 and 2 preferred.
• Minimum 5 years of relevant experience, preferably in Private Banking.
• Good knowledge of banking procedures.
• Good knowledge of credit and investment products.
• Strong communication and presentation skills.
• Good team player with strong attention to detail.
• Proficiency in written and spoken Chinese is required to liaise with Chinese-speaking clients and headquarters.