Client Services Manager - Private Banking

Position Overview

This role supports senior Relationship Managers in delivering comprehensive private banking services to clients of The Bank of East Asia (BEA). The position requires maintaining high standards of client interaction and compliance with regulatory requirements as well as internal guidelines.

Key Responsibilities

• Assist senior Relationship Managers in providing exemplary private banking client service.
• Respond professionally and courteously to client inquiries regarding financial markets and account details.
• Deliver first-class customer service aligned with regulations and bank policies.
• Recommend appropriate banking products and services tailored to clients' needs, risk profiles, and affordability while providing clear and transparent information throughout the sales process.
• Offer professional advice prioritizing clients’ best interests and unique circumstances.
• Disclose claims, redress, and complaint procedures clearly during and after transactions, upon request.
• Prepare documentation necessary for opening new client accounts.
• Support senior Relationship Managers in processing client orders related to securities investments and other banking transactions.
• Assist in preparing credit proposals, modifications, and reviews.
• Monitor pending remittance, loans, deposits, and securities transactions for timely settlement.
• Help monitor collateral and loan positions daily for credit facilities.
• Maintain and safeguard all client records and files meticulously.

Candidate Requirements

• A Bachelor's or University degree is preferred.
• Possession of CACS paper 1 and 2 certifications is required.
• At least five years of relevant experience, ideally within Private Banking.
• Strong understanding of banking processes and procedures.
• Thorough knowledge of credit and investment products.
• Proven ability to work effectively within a team.
• Excellent proficiency in both written and spoken English and Chinese languages.
• Outstanding communication and presentation skills.