Private Banking Client Services Associate

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...

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 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 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...

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 private investment bank in Hong Kong seeks a Relationship Manager/AVP to support business growth. This role requires 5-7 years of experience in banking as a Relationship Manager or in related industries, along with SFC licenses. The ideal candidate will possess strong communication, networking, and financial service skills. Responsibilities include...