Client Services Director

4 days ago


Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time
Job Overview:

We are seeking a highly skilled and experienced professional to join our team as Client Services Assistant Manager/Manager in our Asian-Based Family Office. This is an excellent opportunity for a talented individual to take on a challenging role and make a significant impact in the company.

The successful candidate will be responsible for providing high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong Markets. They will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements.

The ideal candidate will have a degree holder with at least 4 years of relevant sales support experience acquired from International Private Banks, Global Markets, or Wealth Management Groups. They will also have sound investment fund products knowledge, well familiar with operations flow from front to back office, fluently written and spoken English and Mandarin, proven organization skills with strong attention to detail, excellent interpersonal and communication skills, and valid HKSI Paper 1, 7 and 8 or equivalent.

Key Responsibilities:
  • Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong Markets
  • Resolving daily enquiries from affluent professional investors
  • Participating in ad hoc regional and local projects

Requirements:
  • Degree holder with at least 4 years of relevant sales support experience acquired from International Private Banks, Global Markets, or Wealth Management Groups
  • Sound investment fund products knowledge
  • Well familiar with operations flow from front to back office
  • Fluently written and spoken English and Mandarin
  • Proven organization skills with strong attention to detail
  • Excellent interpersonal and communication skills
  • With valid HKSI Paper 1, 7 and 8 or equivalent


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