Client Services Manager, Wealth Management Operations, Technology & Operations | Hong Kong, HK

Job Description

Business Function Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels. Responsibility Client Relationship Support: • Serve as the Service Desk to handle queries from Business Units and internal department • Primary point of contact for customer enquiries, handle complaints and request from clients or Relationship Managers • Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation. • Proactively manage ongoing client requests and facilitate query handling to ensure timeliness and accuracy of responses. Bespoke Service Delivery • Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions. • Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently. Operational Excellence: • Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies. • Monitor and track service delivery metrics, identifying areas for process improvement. • Maintain regular contact with Business Unit to obtain feedback on service levels. Initiate service review for ongoing improvement. Front Office Support: • Assist front office teams with client meeting preparation, follow-ups, and execution of agreed actions. • Provide training and guidance to junior team members on client service best practices Requirements • University graduated / Degree holder in Banking and Finance or related disciplines • 10+ years of experience in client service or operations within wealth management or private banking • Strong understanding of financial products, investment vehicles, and regulatory frameworks. • Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area. • Excellent communication and interpersonal skills, with a client-focused mindset. • Ability to manage multiple priorities and deliver under pressure. • High attention to detail and problem-solving abilities. • Proficiency in CRM and wealth management platforms. Apply Now Show More