International Private Bank - Client Service – Associate

Join our Asia Private Banking Client Service Team for a fulfilling career opportunity. 

As a Client Service Associate in Private Bank, you will be part of a team of professionals dedicated to client account management. You'll take responsibility for a select group of clients, offering them tailored attention and solutions. You will be part of a team that values adaptability, attention to detail, and a results-oriented approach.

Job Responsibilities:

• Responsible for daily account management and client service.
• Deliver proactive, personalized client service, including handling transactions (such as FX, Liquidity Funds and Corporate Actions), processing payments and asset transfers, and managing cash flow (loans and deposits).
• Support Bankers with credit related documentation and fiduciary structure services.
• Advocate for digital initiatives.
• Provide troubleshooting support and serve as the team's backup when needed.
• Participate in project activities and initiatives aimed at improving efficiency.

Required Qualifications, Capabilities, and Skills:

• Tertiary education holder or above.
• Over 5 years of experience in client services, relationship management, Business Management or Private Banking support roles.
• Knowledge of private banking investment products and operational aspects.
• Solid understanding of control standards related to money transfers and securities settlement.
• Fluent in English, Cantonese, and Mandarin, with knowledge of both simplified and traditional Chinese characters.
• Strong interpersonal skills and the ability to maintain client and banker relationships.
• Adaptable, detail-oriented, and results-focused.
• Leadership experience in team management or aspiring to be a people manager.
• Valid HKMA licenses 1, 4, and 9 are essential for performing the duties associated with this role and ensuring compliance with regulatory standards.

Preferred Qualifications, Capabilities, and Skills:

• Demonstrated empathy, humility, and a strong desire to serve, as these qualities are key to success in this role.