Description
We are seeking a Relationship Partner to support our Client Advisors in providing exceptional service to Private Bank Clients in Hong Kong.
As a Relationship Partner, you will oversee and coordinate client servicing and account maintenance activities, ensuring high standards of client service excellence.
Key responsibilities include:
- Coordinating with Advisors, Operations, Middle Office, and Onboarding teams to meet client documentation and servicing requirements
- Addressing Client and Advisor inquiries and issues promptly and professionally
- Executing client transactions accurately and timely
- Monitoring and managing client cash balances
- Facilitating investments in liquidity funds and foreign exchange
- Identifying cross-sell opportunities
- Driving digital adoption through client education and outreach
- Leading completion of the client Periodic Review process
- Investigating and resolving potential fraud situations, errors, and losses
Requirements:
- Bachelor's degree in finance, business administration, law, or a related field
- Strong interpersonal and communication skills
- At least 1 year 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
- Relevant licensing (HKMA 1, 4, 9)
- Excellent written and verbal communication skills in English, with strong Cantonese and Mandarin
Preferred qualifications:
- Advanced degree or certifications (e.g., CFA, IMC)
- Familiarity with CRM systems