Experienced Banking Professional for Private Client Services
2 days ago
We are seeking a skilled and experienced Banking Professional to join our team as a Client Services Manager, Private Banking. This role will be responsible for providing exceptional support to our Private Banking Relationship Managers, ensuring high-quality service delivery to our clients.
About the Role- This is an excellent opportunity for a seasoned banking professional to leverage their expertise in private banking and client relationship management.
- The successful candidate will have at least 6 years of solid working experience in serving personal banking clients, with at least 3 years in private banking.
- Support Private Banking Relationship Managers in delivering exceptional customer service and meeting sales targets.
- Assist in opening accounts for clients, conducting KYC, and preparing credit applications.
- Attend to general client queries, liaise with internal and external parties to fulfill client requests, and ensure administrative follow-up.
- Prepare ad-hoc and regular internal reports for senior management, highlighting key performance indicators and trends.
- Maintain full compliance with regulations and Group policies, and conduct business in a compliance-conscious manner, alert to potential risks of money laundering and other undesirable transactions/activity.
- Degree holder or above with a major in Finance or a related discipline.
- Excellent interpersonal skills, with the ability to communicate effectively, provide value-adding advice, and influence others.
- Able to analyze situations, prioritize, and implement processes effectively, demonstrating strong analytical and problem-solving skills.
- Strong character and able to work under stress, with a good command of both verbal and written English and Chinese.
The successful candidate can expect a competitive salary of HKD $600,000 - HKD $800,000 per annum, depending on experience, plus benefits such as medical insurance, retirement plan, and annual leave entitlements.
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