CDI

Client Service Manager M/F

Modifiée le 07/04/2025

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

Description du poste

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.

Date de prise de fonction

01/06/2023

Poste avec management

Non

Niveau d'étude minimum

Bac + 3 / L3

Formation / Spécialisation

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

Niveau d'expérience minimum

6 - 10 ans

Compétences recherchées

- 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;

Outils informatiques

- Investment product knowledge and experience
- License Person of Type 1 and Type 4 activities under HKMA/SFC.

Langues

Fluent in written and spoken English, Cantonese and Putonghua
À propos d'Indosuez Wealth Management en Asie Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent à plus d'un siècle à Singapour et à Hong Kong, alors que se créaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, près de 220 experts conjuguent leur connaissance de l'environnement régional avec les vastes expertises et possibilités d'action du réseau mondial Indosuez Wealth Management et du groupe Crédit Agricole. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.

CDI

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