Client Service Representative

A Top-Tier Bank in Hong Kong is looking for a Client Service Representative!

Your new company

The company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

Your new role

This role is to manage client relationship and deliver a wide range of private wealth management products and services including corporate solutions to Ultra High Net Worth and High Net Worth investors. You will provide support to a series of core functions:

Client Solutions and Support

  • Establish and manage relationship to establish long term connections with the Firm by leveraging our brand, institutional platform and network
  • Provide tailored solutions and support to clients according to their investment profile
  • Ensure compliance on regulatory requirements, a strong risk and control culture, and an effective operational and administrative service

Client Onboard and Account Maintenance:

  • Answer client enquiries and address client feedbacks
  • 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 profile, documentation, and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards
  • Handle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registration

Investment Evaluation and Execution

  • Be part of a top tier International Bank in Hong Kong
  • Manage trade orders and execute a range of banking and investment transaction (e.g equities, fixed income, FX, OTC derivative products, mutual funds, alternative investment, deposits and loan)
  • Conduct pre-trade checks on product suitability and make relevant disclosure to clients
  • Follow-up order executions and handle trade booking and settlement
  • Monitor accounts’ margin usage and manage margin calls
  • Handle clients’ inward and outward asset transfer requests

What you'll need to succeed

  • Be part of a top tier International Bank in Hong Kong
  • University graduate in Finance or related disciplines
  • Minimum 2 years of client service experience in wealth management or private banking industry
  • Solid understanding of wealth management products, private banking operations and investment strategy for UHNW clients
  • Must have or willing to take HKSI paper 1
  • Profound knowledge of the local regulatory requirements of the investment advisory business
  • Flexible, detail-oriented and meticulous
  • Ability to multitask and work efficiently in a fast-paced environment
  • Excellent interpersonal, communication and client service skills
  • Effective communication skills, both spoken and written, in English and Mandarin
  • CPWP (Certified Private Wealth Professional) and CFA preferred

What you'll get in return

  • Be part of a top tier International Bank in Hong Kong
  • Career development and top-notch employee opportunities
  • Forward-looking environment defined by open communication, collaboration, learning and dedicated career management

What you need to do now

If you are interested in this role, click ‘apply now’ or forward your latest resume to

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career, please reach Kalpana Charles at +603 7611 8666



Job Type
Banking & Financial Services
Resource Management

Talk to a consultant

Talk to Kalpana Charles, the specialist consultant managing this position, located in Hong Kong
6604-06,66/F, ICC, 1 Austin Road West, West Kowloon

Telephone: -

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