Private Banking Client Services Specialist

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

A leading bank in Hong Kong is seeking a Client Services Officer for its Private Banking sector. The role involves account opening, client onboarding, and supporting Relationship Managers with KYC/CDD reviews. Candidates must have a university degree and at least 5 years of experience in client services within Priority or Private Banking. Proficiency in...

A reputable Global Private Bank is seeking a high-caliber Assistant to support Private Bankers and provide exceptional service to high-net-worth clients. Responsibilities include trade execution, client documentation management, and compliance with regulations. Candidates should have a degree in Finance, at least 5 years of experience in private banking, and...

A leading private banking firm located in Hong Kong seeks an experienced candidate for their Client Services team. The role emphasizes support for front office operations and client documentation processes. Required skills include substantial experience in banking transactions and excellent attention to detail. The organization promotes a balanced work...

A leading private bank in Hong Kong is seeking a highly skilled FCC Compliance Specialist. This role involves managing regulatory obligations and ensuring strict compliance with KYC documentation. Candidates should have 3-5 years of experience in client onboarding, strong AML/KYC knowledge, and excellent analytical skills. Join a dynamic team that values...

Senior Investment Product Specialist - Private Banking and Trust Services Hang Seng's Private Banking offers bespoke services for high-net-worth individuals, providing investment advice, capital solutions, health and personal protection, and trustee services. This role focuses on building close relationships with high-net-worth clients, providing...

A leading global financial institution in Hong Kong is seeking a Client Service Executive to support Relationship Managers in delivering exceptional client service. The role involves processing transactions, resolving client issues, and maintaining compliance documentation while fostering strong relationships with clients. The ideal candidate has 3–5 years...

Client Service, Transaction & Payment Support Excellent Job Security and Friendly Team Good Work Life Balance and Benefits Our Client Representing Top ranking European Based Private Banking clients to search for a committed and experienced candidate to join their Hong Kong Client Services team. Job Duties Assume the primary contact point to support front...

Overview Provide all-rounded support to Private Banking Relationship Manager. Receive investment instructions from clients and transmit for accurate and timely execution and at all times ensure high service quality. Assist RM or Senior RM to open accounts for clients and to conduct KYC. Assist RM or Senior RM to prepare credit applications for clients....