Get AI-powered advice on this job and more exclusive features. Supporting Private Bank Relationship Managers in building and maintaining relationships with clients. Assisting in the development and execution of personalized wealth management strategies for clients. Handling account openings and KYC documentation. Executing client orders for global securities transactions. Conducting regular portfolio reviews with clients, addressing their investment goals and preferences. Capturing, monitoring, and preparing reports for management to identify trends and assess business risks. Collaborating closely with different Product Desks to gain insights. Coordinating with internal teams to ensure timely execution of transactions and service requests. Maintaining up-to-date knowledge of market trends, investment products, and regulatory changes to provide informed advice to clients. What You'll Need to Succeed Bachelor’s degree from a university (preferably in Finance, Business Management, Economics, or related disciplines).3+ years of relevant financial services experience, preferably in frontline client service. Fluent in English and Mandarin/Cantonese (ability to communicate with Chinese counterparts). Comfortable with numbers, analytics, and Microsoft Office applications. Positive mindset and attitude. Proactive team player with a keen interest in the private banking industry. Ability to work under pressure and within tight timeframes. HKSI Paper 1 holder will be an advantage. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Analyst Industries Investment Management and Investment Banking Referrals increase your chances of interviewing at Morgan Mc Kinley by 2x Sign in to set job alerts for “Client Services Manager” roles. Assistant Manager, Customer Relationship Complaint Management and Service Project, Principal (Senior Manager)(Assistant) Service Management Manager (To B)HR Operations Manager, Asia (Leading Financial Services Company)Associate Director, Account Management (Accounting & Tax)Senior Account Manager / Associate Director (Health and Benefits)Client Account Manager - Global Family and Institutional Wealth Associate Director, Wealth Planning & Family Advisory Business Development Manager, Crypto/Digital Assets, 50-80k Syndicated Finance & Corporate Advisory Manager (HK)Manager, Brokerage Business, Wealth Management Project Manager / Assistant Project Manager (Electrical & Mechanical Engineering)Senior Associate/ AVP - Private Client Services Customer Service, Assistant Manager (More than 1 opening)Wan Chai District, Hong Kong SAR 1 month ago Client Account Manager - Hong Kong Domestic and Southeast Asia We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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