Client Service Manager - Private Banking
Core
Support Senior Relationship Managers in delivering high-standard private banking services to high-net-worth clients through account administration, transaction processing, and operational coordination.
Role type
Client Service Manager (Private Banking)
Builds
Private banking client accounts, investment transactions, and credit facilities
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking operations, investment and credit products, regulatory compliance, account administration, transaction processing, credit facility management, client onboarding, risk control
Preferred skills
CACS Paper 1 and Paper 2 certification, 5+ years of relevant experience
Technologies
Banking transaction systems, credit documentation systems, compliance monitoring tools
Responsibilities
Respond to client enquiries regarding accounts, investments, and banking services; process client orders for securities and banking transactions; prepare credit proposals and monitor collateral positions; coordinate account opening and due diligence; ensure compliance with regulatory standards and internal policies; escalate operational or compliance issues.
Seniority
Mid-level, hands-on IC