Permanent Contract

Client Service Manager M/F

Modified on 02/06/2025

Lieu : 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong - Hong Kong
Secteur : Others
Numéro de l'offre : 2023-79089

Job description

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.

Starting date

02/07/2025

Position with management

No

Minimum level of study

Bachelor Degree / BSc Degree or equivalent

Training / Specialization

University degree
- 5+ years relevant banking experience;
- Private banking experience will be an advantage

Minimum experience level

6-10 years

Skills needed

- 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;

IT tools

- 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
About Indosuez Wealth Management in Asia Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Permanent Contract

29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong - Hong Kong
Others
2023-79089