Client Account Manager WM (Mandarin speaker)

Job description

Do you want to proactively go the extra mile with us to help clients?

Are you focused on the details, even when

under pressure?

We’re looking for a Client Account Manager to:

• support client advisors in delivering exceptional client service and experience;
• support client advisors in administrative, risk and legal and compliance related tasks and duties;
• manage daily business in HNW/UHNW client servicing and provide high quality service;
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits;
• be the direct contact for daily banking activities and administrative work for our clients;
• manage daily client transactions and carry out inquiries and troubleshooting;
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability

reviews, initial and recurring KYC and due diligence;

• support client advisors when they are on business trips and assist in preparing client meetings.