AVP/VP, Client Service Manager, Private Banking

Job description

Responsibilities

• Support Relationship Managers in providing differentiated service to high net-worth customers and contribute to customer retention and growth
• Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations
• Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions Assist Relationship Managers in the daily maintenance of customer relationships
• Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions Regular sharing of feedback and suggestion for process improvement
• Mentor and support new on boarded and junior ARM on daily tasks performance Render support to teammates for problem resolutions and escalate to Senior CSM team for any issues encountered Assist Senior CSM on people management on resources planning and administrative tasks Assist Senior CSM to champion key initiatives
• Demonstrates active leadership in meetings/focus group/project/events and guide ARMs to build Great Teams and Great Culture on collaboration, PRIDE and new way of work
• Work collaboratively within the team, cross region and inter departments to achieve faster and better results Role model strong governance mindset and risk awareness to create positive risk culture in the team Requirements Degree holder in Business, Finance or related disciplines Minimum
• 8 years of experience in in Wealth Management/ Private Banking industry
• Solid experience in building customer relationships is an advantage Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is preferable
• Strong people management and stakeholder management skills Customer-focused, with excellent communication and interpersonal skills Good command of written and spoken English and Chinese, fluency in Putonghua is a must The hiring process for this role is subject to the Mandatory Reference Checking Scheme.

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Location

The Center Job: Customer Service Schedule: Regular Employee Status: