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Client Service Manager M/F

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Vacancy details

General information

Entity

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.  

Reference

2023-79089  

Publication date

07/04/2025

Position description

Business type

Types of Jobs - Others

Job title

Client Service Manager M/F

Contract type

Permanent Contract

Expected start date

01/06/2023

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