Platinum Private Banking Client Service Lead

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...

A leading global financial services firm is seeking an Associate in the Client Service Team in Hong Kong. This role involves serving as the main contact for Private Bank Clients, ensuring smooth account management and facilitating transactions. Candidates should have at least 5 years of experience in Client Service and a strong grasp of Private Banking...

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...

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...

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 leading international bank in Hong Kong is seeking a Private Banking Client Transacting Manager to oversee client transactions. The successful candidate will be responsible for ensuring compliance with bank policies, managing GBS Operations performance, and providing guidance on daily processes. This role offers competitive salary and benefits, with a...

Private Banking Client Transacting Manager Add expected salary to your profile for insights This role holder is accountable for Client Transacting. Be responsible for the key set of controls and reviews over the wide variety of transactions initiated by Private Bank before “handed off” to GBS Operations. To ensure all the activities relating to Data...

A leading financial institution in Hong Kong is seeking an AVP / VP, Client Advisor for Private Banking. The role requires developing new customers, maintaining and managing customer relationships, and selling financial products. Candidates must hold a Bachelor's degree in Finance or Business Administration and have at least 5 years of relevant experience....

A leading financial services firm in Hong Kong is seeking an experienced Private Banking Middle Office Manager. The successful candidate will manage middle office controls for post-trade sales suitability, support client advisors in various applications, and coordinate IPOs. Applicants should possess strong banking operations experience, excellent...

Key Responsibilities and Job-Related Characteristics: 1. Strategy & Business Development Develop and execute a market‑specific sales strategy to recruit, engage, and grow (U)HNWI and VIP clients. Identify new revenue opportunities through business development, partnerships, and luxury ecosystem activation. Recommend portfolio and brand initiatives aligned...