Client Services Officer, Business Admin Unit, Private Banking

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...

Client Services Officer/Customer Services Officer - Wealth Management / Private Banking / Securities Our client is a European Private Banking/Wealth Management Securities. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Responsibilities Assist Relationship manager to support their Greater China...

A leading bank in Hong Kong is seeking a Client Services Officer for its Private Banking sector. The role involves account opening, client onboarding, and supporting Relationship Managers with KYC/CDD reviews. Candidates must have a university degree and at least 5 years of experience in client services within Priority or Private Banking. Proficiency in...

Front Office Sales Support Business Manager, Private Bank Sales Support Leader & Business Management Our Client Recognized as one of the most established wealth management private banks in Asia with a rich history of over 60 years+; hiring over 400 experienced bankers globally; offering comprehensive cross asset classes, portfolio management and estate...

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...

Job Description - AVP, Client Experience and Management, Private Banking P) Job Description AVP, Client Experience and Management, Private Banking - ( P ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated,...

International working environment One year experience in admin support About Our Client Our client is a leading international bank headquartered in the United States, recognized for its strong global presence and commitment to delivering exceptional financial services. Job Description Process and verify employee expense claims accurately. Coordinate domestic...

International & friendly banking environment 5 Days Work Week & Good Hours Our Client Job Duties Responsible for clients’ account documentation and maintenance according to the regulatory requirements Manage clients’ static data and account opening services to facilitate the completeness of client on-boarding & review processes Participate in any ad hoc...