Client Services Manager

Job Summary Support Relationship Managers in providing private banking services and managing client needs. Responsibilities Support Relationship Managers in servicing private banking clients. Handle client enquiries on accounts, financial markets, and banking transactions. Assist with account opening and client documentation. Assist with securities and other banking transactions. Support credit proposals, credit amendments, and credit reviews. Monitor loans, deposits, remittances, and securities transactions. Assist in monitoring collateral and loan positions. Maintain accurate client records and documentation. Ensure compliance with applicable regulatory and internal requirements. Requirements Bachelor’s degree or equivalent qualification preferred. CACS Paper 1 and 2 preferred. Minimum 5 years of relevant experience, preferably in Private Banking. Good knowledge of banking procedures. Good knowledge of credit and investment products. Strong communication and presentation skills. Good team player with strong attention to detail. Proficiency in written and spoken Chinese is required to liaise with Chinese-speaking clients and headquarters.