Client Services Manager
Job Summary
Support Relationship Managers in providing private banking services and managing client needs.
Responsibilities
- Support Relationship Managers in servicing private banking clients.
- Handle client enquiries on accounts, financial markets, and banking transactions.
- Assist with account opening and client documentation.
- Assist with securities and other banking transactions.
- Support credit proposals, credit amendments, and credit reviews.
- Monitor loans, deposits, remittances, and securities transactions.
- Assist in monitoring collateral and loan positions.
- Maintain accurate client records and documentation.
- Ensure compliance with applicable regulatory and internal requirements.
Requirements
- Bachelor’s degree or equivalent qualification preferred.
- CACS Paper 1 and 2 preferred.
- Minimum 5 years of relevant experience, preferably in Private Banking.
- Good knowledge of banking procedures.
- Good knowledge of credit and investment products.
- Strong communication and presentation skills.
- Good team player with strong attention to detail.
- Proficiency in written and spoken Chinese is required to liaise with Chinese-speaking clients and headquarters.