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 global banking and financial services organization in Hong Kong is seeking a Client Service Executive to serve as the primary point of contact for high net worth clients. The role involves maintaining excellence in client service, ensuring compliance, and assisting Relationship Managers with transactional activities. Successful candidates will have...

A European Private Banking firm in Hong Kong is seeking a Client Services Officer/Customer Services Officer for their Wealth Management division. You will assist the Relationship Manager in supporting clients, providing market updates, and executing various investment trades. The ideal candidate has a degree in banking or finance, at least 2 years of...

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 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 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...

We are seeking a highly motivated and experienced Client Acquisition Manager to join our Banking division in Hong Kong. This role focuses on identifying, engaging, and onboarding Ultra High Net‑Worth Individuals (UHNWIs) interested in establishing banking relationships with Mashreq Private Banking division in UAE for their UAE banking & wealth management...

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...