Associate, Client Services Professional

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Life and Careers Full time
Job Description:

The role of Associate, Client Services is to provide comprehensive support to Relationship Managers in delivering business results. This involves providing quality information flow, banking and investments services to clients, and advising on and executing transactions.

The successful candidate will play a significant role in fulfilling and maintaining all necessary internal control, risk governance, compliance policy, client communication and profiles to prevent operational risk events and meet regulators' requirements and standards.

  • Provide comprehensive client support services to RMs in executing a broad range of banking and investment transactions for Private Banking clients.
  • Handle and resolve day-to-day queries from clients, RMs on transactional activity, operations, systems, account re-balancing processes etc.
  • Support RMs to complete sales documentation and related processes (e.g. client profiling / KYC diligence) and input such information together with deal information into data capture and / or transaction processing systems.


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