Client Account Manager - Global Family and Institutional Wealth
At a glance
Highlights
- global family and institutional wealth
- wealth management
- client advisory support
- structured career path
- professional qualifications
Heads up
- onsite 4 days/week
- deadlines
- pressure
Why this role might suit you
The role offers exposure to high‑net‑worth clients and complex wealth processes within a leading global bank, providing strong professional development in wealth management operations.
Skills
About the role
Your role
Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can help us support the front clients. You will:
support client advisors
be the point of entry for processing client orders
make sure that administrative arrangements and client-related processes are completed
carry out daily transaction processing and complex troubleshooting
keep in contact with internal and external clients
Job Type
Full Time
Job Reference #
332856BR
City
Hong Kong SAR
Your team
You will be working in the Wealth Management team in Hong Kong. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
knowledge of banking operations
experience dealing with private clients and supporting client advisors/relationship managers
great computer skills and the willingness to learn
a strong team player who takes initiative
methodical, concise and accurate, with strong attention to detail
able to work under pressure (you secretly love deadlines)
fluent in English and relevant local language (Cantonese/Mandarin)
relevant professional qualification (HKSI Paper 1, 7, 8) or License Person of Type 1 or equivalent
Questions about this role
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