High Net Worth Client Service Expert
5 days ago
Global Executive Consultants Ltd. is seeking a talented professional to join our team as a Private Banking Operations Specialist.
About the RoleThis is an exciting opportunity to provide operational support to our Relationship Managers and help them deliver exceptional client service.
Key Responsibilities- Support Relationship Managers in taking investment orders, remittances, account documentation, and credit modifications.
- Provide client relationship building and account maintenance services.
- Deliver exceptional customer service to ultra-high net worth clients.
- Handle administrative tasks including KYC / AML and onboarding pre-checks.
- University graduate in a relevant field.
- Preferably with over 4 years of banking experience supporting Senior Relationship Managers.
- Prior experience handling ultra-high net worth clients.
- Fluent in spoken and written English, Chinese, and Mandarin.
- Proficiency in MS Office applications.
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High Net Worth Client Associate
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PC Desk Client Service Executive
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Financial Services Associate
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Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full timeAs a High Net Worth Client Service Expert, you will play a critical role in supporting our Relationship Managers in delivering exceptional client service.Key ResponsibilitiesProvide relationship building and account maintenance services.Take investment orders and process remittances.Maintain accurate account documentation and perform credit...