Description

• Stable platform
• Long-term career development

About Our Client

Our client is a reputable global private bank with a well-structured Private Banking Services function supporting Relationship Managers and private clients across Asia. The platform emphasizes operational excellence, regulatory discipline, and high-quality client servicing.

Job Description

• Perform client account opening and ongoing maintenance, including preparation, verification, and processing of onboarding documentation in line with regulatory requirements and internal policies.
• Support Relationship Managers in completing KYC / CDD reviews, periodic reviews, credit applications, and related documentation.
• Execute and support transactional activities, including trade processing, settlement coordination, and system entries, ensuring accuracy and timeliness.
• Act as a key point of contact for RMs and clients on operational, transactional, and system-related queries, providing practical and effective solutions.
• Liaise closely with internal stakeholders such as Operations, Compliance, Risk, Credit, and Product teams to ensure seamless execution of client requests.
• Provide administrative and operational support to Team Leaders and Relationship Managers to enhance overall team efficiency and client service standards.
• Ensure adherence to internal controls, regulatory standards, and private banking service procedures at all times.

The Successful Applicant

Requirements

• University degree in Business, Finance, or related disciplines.
• Minimum 3 years of relevant experience as a Client Service Officer or Assistant Relationship Manager in Private Banking or Priority Banking.
• Holder of SFC Type 1 and Type 4 licenses.
• Strong ability to manage multiple tasks independently with good attention to detail.
• Well-developed interpersonal and communication skills, with a service-oriented mindset.
• Good command of written and spoken English and Chinese, with Mandarin proficiency required.
• A collaborative team player who is proactive, adaptable, and keen to learn and grow in a private banking environment.

What's on Offer

• Additional bonus opportunities based on performance.
• Comprehensive benefits and support for professional growth.
• A collaborative and professional working environment in Hong Kong.
• Opportunities to grow within a large organization in the financial services industry.