Wealth Management
7 months ago
Great opportunity in the Asia Private Banking Client Service Team. We are currently seeking a dynamic and dedicated professional to join the team.
As an Associate in the Client Service Team, you will be the the primary contact for all service related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.
Job responsibilities
Act as primary contact with external clients and Integrated team for day to day account administration and servicing Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc Assist Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank’s standards Outreach proactively to client for digital adoption Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from BankRequired qualifications, capabilities, and skills
5 years of solid Client Service / Relationship Manager support experience from Private Bank Good working knowledge of all Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc High sensitivity to Private Banking Control standards particularly those related to money transfers, securities transfer, credit and any other transactional services Good interpersonal skills on servicing and ability to maintain and deepen relationships Good oral and written communication skills (in English, Cantonese and Mandarin), given the role is required to support Chinese speaking clients Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat and other information sourcesPreferred qualifications, capabilities, and skills
Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment Detail-oriented, think out of box and result-oriented-
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