Senior Private Banking Client Services Lead

A leading global financial services firm is seeking an Associate in the Client Service Team in Hong Kong. This role involves serving as the main contact for Private Bank Clients, ensuring smooth account management and facilitating transactions. Candidates should have at least 5 years of experience in Client Service and a strong grasp of Private Banking...

A global banking institution in Hong Kong is looking for a Platinum Client Service Specialist to enhance the client experience for affluent clients. The role requires in-depth coordination with various teams to fulfill client needs, manage requests, and promote digital adoption. Ideal candidates will have significant experience in Private Banking and strong...

Job Summary Platinum Client Service specialist, Private Banking and Affluent is responsible for providing a superior client experience to a certain set of Affluent Clients (also known as ‘Platinum clients’) in fulfilment of their requests across the entire client journey. Duties include facilitating new service offering, ongoing servicing, and digital...

A global financial institution in Hong Kong seeks a Client Service Specialist to deliver wealth management services to Private Bank clients. The role requires strong organizational skills, experience in client-facing situations, and the ability to solve problems. Candidates should possess a high school diploma and 2-4 years of relevant experience. Ideal...

About Our Client Our client is the one of the largest American investment banks, headquartered in New York City. They are now looking for a Client Services Associate to join their private wealth management division to handle client services, client relationships, account opening, KYC documentation and trade executions for Chinese Ultra High Net Worth...

Job Responsibilities To reply the enquiries from customers, customer due diligence To process transaction order and cross checking Assist Client Advisor to handling various operations Requirements University degree in Business Management, Banking, Finance or a related discipline or other relevant qualifications Minimum of 5 years' experience in private...

Relationship Manager/ AVP (Private Banking) SOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial firm regulated by the Securities and Futures...

A leading American investment bank in Hong Kong is seeking a Client Services Associate for their private wealth management division. This role involves handling client services, managing client relationships, and executing trades for Ultra High Net Worth clients. Candidates should have a Bachelor's Degree in Economics or Finance, along with 3-5 years of...

A premier banking institution in Hong Kong seeks a Senior Relationship Manager to excel in private banking services for ultra high-net-worth clients. This role involves not only portfolio management but also delivering tailored investment advice and exceptional service. Ideal candidates will possess a relevant university degree and proven banking experience,...

A global banking firm located in Hong Kong is seeking a CSM Client Services Manager to support operations for Priority Banking customers. The role involves assisting the Senior Branch Operation & Service Manager in achieving business targets while ensuring compliance and delivering exceptional service. Candidates should have at least 5 years of relevant...