Client Services Manager, Wealth Management Operations, Technology & Operations

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.

立即申請

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

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