Client Service Manager

We are seeking a Client Service Manager (CSM) to work closely with Investment Representatives (IRs) to manage client relationships and deliver private wealth management services to Ultra High Net Worth clients.

Key Responsibilities:

• Execute banking and investment transactions for clients
• Conduct pre-trade checks on product suitability and make relevant disclosures to clients
• Follow up on order executions and handle trade booking and settlement
• Monitor accounts' margin usage and manage margin calls
• Handle clients' asset transfer requests
• Answer client enquiries and address client feedback
• Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
• Conduct regular reviews on account profiles, documentation, and investment risk profiles
• Handle ad hoc requests such as contact changes and portfolio statement requests
• Provide administrative support to IRs on client meetings and business trips
• Participate in initiatives to streamline workflows

Qualifications, Skills & Requirements:

• University graduate in Finance or related disciplines
• Relevant client service experience in wealth management or private banking industry
• Good knowledge of wealth management and private banking investment products and operations
• Certified Private Wealth Professional (CPWP) designation is preferred
• Flexible, detail-oriented, and meticulous
• Ability to multi-task and work efficiently in a fast-paced environment
• Excellent communication and client service skills
• Proficiency in spoken and written English, Cantonese, and Mandarin