Client Service Associate, Private Banking

4 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.
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