Client Service Associate, Private Banking

2 months ago


hong kong, Hong Kong SAR China Global Executive Consultants Ltd. Full time

Our client, a Multinational Private Bank, is looking for a high-caliber person to fill the position.

Job Duties
  • Support Relationship Managers in operational duties including taking investment orders, remittance, account documentation, and credit modifications.
  • Provide client relationship building and account maintenance to facilitate the business of Relationship Managers.
  • Provide excellent customer service to ultra high net worth customers.
  • Handle administrative duties including KYC / AML and onboarding pre-checks.
Job Requirements
  • University graduate in a relevant discipline.
  • Preferably with over 4 years of banking experience in providing full operational support to Senior Relationship Managers.
  • Prior experience in handling ultra-high net worth clients.
  • Fluent in spoken and written English, Chinese, and Mandarin.
  • Proficiency in MS Word, Excel, PowerPoint, and Chinese Word.
#J-18808-Ljbffr

  • Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Full time

    Private Equity Client AssociateAs a Private Equity Client Associate at Third Bridge, you will play a critical role in supporting our clients in the private equity industry. You will be responsible for identifying and recommending experts and content to our clients, helping them make informed investment decisions.Key responsibilities include:Researching and...


  • Hong Kong, Hong Kong SAR China Third Bridge (Hong Kong) Limited Full time

    .Company Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique...


  • Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Responsibilities: Provide all-rounded support to Private Banking Relationship Manager Receive investment instructions from clients and transmit same 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...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC...

  • Associate Banker

    3 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi is seeking a skilled Associate Banker to support the Private Client Coverage team in Hong Kong. This role will involve providing comprehensive support to clients, including solving complex inquiries and maintaining accurate records. The successful candidate will have a strong understanding of investments, banking, and credit products, as well as...


  • hong kong, Hong Kong SAR China Projob21.com Ltd. Full time

    Client Static Data Management Associate, Global Private Bank Client Account Documentation & Static Data Our Client Representing a top-ranking global private bank to search for a Client Data and Documentation Associate/Assistant Manager to be part of the North Asia team. Job Duties Accountable for client data accuracy in accordance with HKMA requirements....


  • Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Private Equity Clients team. As an Associate, you will have the opportunity to work with top-tier private equity clients, providing them with expert research and insights to support their investment decisions.Key ResponsibilitiesConduct research and analysis to identify...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. ...


  • hong kong, Hong Kong SAR China Bank of China Full time

    Director / Associate Director, Private Banking Job No.: 492298Employment Type: Full timeDepartments: Private BankingJob Functions: Business Development, Relationship ManagementResponsibilities Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business. Manage a client base of...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC...

  • Wealth Management

    5 months ago


    Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full time

    Great opportunity in the Asia Private Banking Client Service Team. We are currently seeking a dynamic and dedicated professional to join the team.  As an Associate in the Client Service Team, you will be the the primary contact for all service related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and...


  • Hong Kong, Hong Kong SAR China PER, Private Equity Recruitment Full time

    About our client Our client is globally respected within the private markets space and deemed as one of the top performing private equity funds. They are now looking to hire an Associate into their Investor Relations team to focus on project managing fundraising mandates and monitoring the portfolio. This role will be based in their Hong Kong office. What...


  • Hong Kong, Hong Kong SAR China PER, Private Equity Recruitment Full time

    When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client is globally respected within the private markets space and deemed as one of the top performing private equity funds. They are now looking to hire an...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with ExcellenceHang Seng Bank is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high-calibre talent by offering a dynamic working environment, good career development...


  • hong kong, Hong Kong SAR China Classy Wheeler Limited Full time

    Accounting and Finance Associate (Private Bank) - SC Client Description Our client has been one of the leading multinational private banks and asset management companies. To cope with business expansion, they are now seeking an Accounting and Finance Associate to join the team. Job Description Prepare Finance Analytical reports; Engage in Financial...


  • Hong Kong, Hong Kong SAR China China CITIC Bank International Limited Full time

    Job Purpose Assist relationship manager of the team to acquire and grow the high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs. Assist the administrative work for customers referred from CITIC group companies especially in terms...


  • Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Third Bridge. As a Client Services Associate, you will be responsible for providing exceptional support to our clients, including private equity investors, by identifying and recommending relevant experts and content to support their investment...


  • Hong Kong, Hong Kong SAR China PER, Private Equity Recruitment Full time

    When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client is a considered one of the leading private equity buyout funds in the Asia Pacific region. Their growth equity investment team in Hong Kong is now...