Asia Wealth Management, Client Service Manager, Hong Kong
On-siteHong Kong, Hong Kong
Hong Kong, Hong KongOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Execute banking and investment transactions, including equities, fixed income, FX, and derivatives, while conducting pre-trade checks and managing margin calls. Handle trade booking, settlement, and asset transfer requests, and manage account opening documentation through KYC and due diligence processes. Address client enquiries, review investment risk profiles for compliance, and process administrative support for meetings and business trips. Collaborate with Investment Representatives to deliver private wealth management services to Ultra High Net Worth clients.
Required Qualifications
- University graduate in Finance or related disciplines
- Relevant client service experience in wealth management or private banking industry
- Good knowledge of wealth management and private banking investment products and operations
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Flexible, detail-oriented and meticulous
- Ability to multi-task and work efficiently in a fast-paced environment
- Excellent communication and client service skills
- Proficiency in both spoken and written English, Cantonese and Mandarin
- Certified Private Wealth Professional (CPWP) designation is preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.