Job description Business type Types of Jobs - Others
Job title Client Service Manager M/F
Contract type Permanent Contract
Expected start date 02/01/2026
Management position No
Job summary - Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
- Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
- Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
- Proactively monitor clients' account status and report for any irregularities;
- Act as a key contact, both external and internal, for clients' daily operational enquiries;
- Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
- Complete all mandatory training as required to attain and maintain proficiency;
- To manage meetings and travel arrangements of RMs;
- To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
Position location Geographical area Asia, Hong Kong
City 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
Candidate criteria Minimal education level Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality University degree
Level of minimal experience 6-10 years
Experience - 5+ years relevant banking experience;
- Private banking experience will be an advantage
Required skills - Good communication and interpersonal skills;
- Customer-focused, self-motivated, and meticulous;
- Able to work under pressure;
- Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications;
Technical skills required - Investment product knowledge and experience
- License Person of Type 1 and Type 4 activities under HKMA/SFC.
Languages Fluent in written and spoken English, Cantonese and Putonghua