Private Banking Client Services Lead

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 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...

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 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 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 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...

Overview Provide all-rounded support to Private Banking Relationship Manager. Receive investment instructions from clients and transmit for accurate and timely execution and at all times ensure high service quality. Assist RM or Senior RM to open accounts for clients and to conduct KYC. Assist RM or Senior RM to prepare credit applications for clients....

A leading financial services group seeks a Client Service Manager for their Private Banking division in Hong Kong. The role involves supporting high-net-worth clients, collaborating for exceptional service delivery, and mentoring team members. Candidates should have a degree in a related field, at least 8 years of experience in Wealth Management, and strong...

AVP/VP, Client Service Manager, Treasures Private Client, Private Banking 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 the various asset...