Private Banking Client Services Associate

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...

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...

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...

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...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other...

A financial institution in Hong Kong seeks an experienced Client Services Manager to manage customer inquiries and perform due diligence. The ideal candidate should have a degree in Business Management or a related discipline, with at least 5 years of experience in private banking. Strong communication skills in English and Chinese are essential, and fluency...

AVP / VP, Client Advisor - Private Banking Add expected salary to your profile for insights Develop new customers and expand banking business Maintenance and management of customer relationships Meet customer needs, regularly review customer asset allocation Sell financial products that meet customer needs Requirements: Bachelor degree in Finance or Business...

A global investment bank in Hong Kong is seeking a Client Risk Analyst to join their private banking division. This role involves ensuring strong risk controls and compliance, managing client account activities, and conducting risk reviews. The ideal candidate will have experience in verifying financial profiles, strong analytical skills, and proficiency in...

Key Responsibilities and Job-Related Characteristics: 1. Strategy & Business Development Develop and execute a market‑specific sales strategy to recruit, engage, and grow (U)HNWI and VIP clients. Identify new revenue opportunities through business development, partnerships, and luxury ecosystem activation. Recommend portfolio and brand initiatives aligned...