Private Wealth Client Services Manager
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Dormont Manufacturing Co is seeking a Client Service Manager in Hong Kong to manage relationships with Ultra High Net Worth clients. You will execute investment transactions, handle client enquiries, and ensure compliance with internal policies.
The ideal candidate will have a university degree in Finance, relevant client service experience, and be fluent in English, Cantonese, and Mandarin. This role requires attention to detail, strong communication skills, and the ability to work in a fast-paced environment.
-
Private Wealth Client Services Manager
2 days ago
Hong Kong, Hong Kong, Hong Kong SAR China 649 MS Bank Asia Ltd (HK) Full-time HK$300,000 - HK$500,000 ContractMorgan Stanley is seeking a Client Service Representative (CSR) to work with Investment Representatives in private wealth management for High Net Worth clients in Hong Kong. You will handle banking and investment transactions, assist with KYC, and support account opening and trade processing.The role requires university degree in Finance or related field,...
-
Private Wealth Client Services Manager
2 days ago
Hong Kong Island, Hong Kong, Hong Kong SAR China PowerToFly Full-timeA global financial services firm in Hong Kong is seeking a Client Service Manager to manage relationships with Ultra High Net Worth clients. The role involves executing banking transactions, conducting pre-trade checks, and providing exceptional client service. Ideal candidates possess a degree in finance, relevant experience in wealth management, and...
-
Wealth Management Client Services Specialist
2 days ago
Hong Kong, Hong Kong, Hong Kong SAR China JH Partners (Asia) Company Limited Full-time HK$201,000 - HK$290,000 ContractJH Partners (Asia) Company Limited is seeking a Customer Services Officer for Wealth Management to handle inbound inquiries and provide professional support to clients and colleagues. The role covers online consultations, complaints handling, and updating the knowledge base to ensure accurate information is readily accessible.The position requires a...
-
ESOP & Private Wealth Client Advisor
2 days ago
Hong Kong, Hong Kong, Hong Kong SAR China Huatai International Financial Holdings Company Limited Full-time HK$600,000 - HK$900,000 ContractHuatai International Financial Holdings Company Limited seeks an experienced professional to drive ESOP client onboarding and ongoing service support. You will act as the primary contact for ESOP clients, assist with system usage, and coordinate with compliance, operations, IT and legal teams to ensure timely onboarding and long‑term maintenance.The role...
-
Hong Kong, Hong Kong, Hong Kong SAR China AcWise Recruitment Limited Full-time HK$1 - HK$2 ContractAcWise Recruitment Limited invites applications for a Team Head, Wealth Management role in Macau. The position leads the wealth management sales team, delivering premium services to private clients and high-net-worth individuals, while steering product development and business planning to extend market reach.The ideal candidate has 10+ years in banking and...
-
Hong Kong Island, Hong Kong, Hong Kong SAR China BOC International Holdings Ltd Full-time HK$480,000 - HK$800,000 ContractAssociate/AVP, Client Services, Wealth ManagementAssociate/AVP, Client Services, Wealth ManagementKey AccountabilitiesPerform KYC and AML check on customer account onboarding to ensure compliance with rules and regulations;Administer on-going KYC review maintenance of account documentation, transaction review, and other account servicing functions;Keep track...
-
Hong Kong Island, Hong Kong, Hong Kong SAR China BOC International Holdings Ltd Full-time HK$480,000 - HK$800,000 ContractBOC International Holdings Limited in Hong Kong is seeking an Associate/AVP, Client Services, Wealth Management to support onboarding, account servicing, and client relationships.The role involves performing KYC/AML checks, maintaining documentation, responding to inquiries, and helping ensure a high standard of service. Strong English and Chinese, plus MS...
-
Private Wealth Client Onboarding
1 day ago
Hong Kong Island, Hong Kong, Hong Kong SAR China Haitong International Management Services Company Limited Full-time HK$420,000 - HK$640,000 ContractHaitong International Securities Group Limited in Hong Kong Island is recruiting an Officer / Senior Officer - Client On-boarding, Private Wealth Management to manage client onboarding and new account opening.You will perform periodic reviews, ensure KYC compliance, coordinate with Front Office to prioritize requests, and liaise with Compliance, Legal and...
-
Hong Kong Island, Hong Kong, Hong Kong SAR China Haitong International Management Services Company Limited Full-time HK$420,000 - HK$640,000 ContractOfficer / Senior Officer - Client On-boarding, Private Wealth ManagementHandle client onboarding and new account openingPerform periodic review/ trigger eventEnsure the quality of KYC documentation complies with internal policies and regulatory requirementsCoordinate with the Front Office to prioritize account requests and keep them appraised of...
-
Hong Kong, Hong Kong, Hong Kong SAR China Deutsche Bank AG Full-time HK$500,000 - HK$660,000 ContractDeutsche Bank Hong Kong Private Bank is seeking a Client Service Executive to support Relationship Managers and Investment Managers in day-to-day client servicing, processing transactions, resolving account issues, and providing end-to-end operational support.The role requires 5+ years in client service or sales support within private banking or wealth...
