Description
We are seeking a Relationship Partner in the International Private Bank to support Client Advisors by managing and coordinating service and maintenance activities for Private Bank Clients.
You will act as the primary point of contact for service needs, ensuring seamless communication and exceptional client satisfaction.
Job Responsibilities:
- Oversee and coordinate client servicing and account maintenance activities to ensure high standards of client service excellence.
- Collaborate with Advisors, Operations, Middle Office, and Onboarding teams to meet client documentation and servicing requirements.
- Address and resolve Client and Advisor inquiries and issues promptly and professionally.
- Execute client transactions accurately and timely, adhering to established policies and procedures.
- Monitor and manage client cash balances, liaising with clients as necessary.
- Facilitate investments in liquidity funds and foreign exchange for clients within set limits.
- Identify and escalate cross-sell opportunities to bankers and product partners.
- Drive digital adoption through client education and outreach.
- Lead completion of the client Periodic Review process.
- Investigate and resolve potential or actual fraud situations, errors, and losses promptly.
- Support business, team, and Advisor projects.
Required Qualifications, Capabilities and Skills:
- Bachelor's degree in finance, business administration, law, or a related field.
- Strong interpersonal and communication skills.
- At least 5 years of experience in a similar role within the financial services or banking industry.
- Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel.
- Highly organized and detail-oriented with strong commitment to accuracy and quality.
- Excellent judgment and problem-solving skills.
- Demonstrated ability to work independently and collaboratively.
- Relevant licensing (HKMA 1, 4, 9).
- Excellent written and verbal communication skills in English, with strong Cantonese and Mandarin.
Preferred Qualifications, Capabilities and Skills:
- Advanced degree or certifications (e.g., CFA, IMC).
- Familiarity with CRM systems.