Private Banking Transactions Manager | Client Services

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...

Job Summary Transactions Processing (Loans Operations): Check loan drawdown, rollovers, prepayment and other loan admin duties. Ensure loan drawdown is within approved credit limit and sufficient collateral. Approve all exceptional limits, pricing according to Credit Policy and DOA. Support the interest statement for client information. Transactions...

A leading banking institution in Hong Kong is seeking an Assistant Client Service Manager for Private Banking and Trust Services. This role involves providing comprehensive client support, assisting Relationship Managers in various banking transactions, and maintaining high-net-worth client relationships. Candidates should have a degree in a related field,...

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 leading international bank is seeking a PvB Client Transacting Manager in Hong Kong. This role involves managing client transactions, ensuring compliance with banking regulations, and supporting operational performance. The ideal candidate has a strong background in operations, excellent communication skills, and a commitment to high standards of conduct....

Job Description - AVP/VP, Client Service Manager, Treasures Private Client, Private Banking AH) 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, experienced investment advisors who identify opportunities in...

Private Client Desk Client Service Executive, Hong Kong Team - Private Banking HSBC Central & Western District, Hong Kong SAR We are currently seeking a high calibre professional to join our team as a PC Desk Client Service Executive. In this role you will: The role's main responsibilities include acting as primary point of contact for high net worth or...

Private Bank Assistant (ARM) from Global Private Bank, Multiple Vacancies A reputable Global Private Bank is looking for a high-caliber Assistant (multiple vacancies) to support the Private Banker and provide extra-ordinary customer service to High-net-worth clients. Responsibilities Provide all-rounded support to Private Banking Relationship Manager Perform...

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...