Client Services Manager & Personal Assistant to Market Head, Private Banking
Core
Provide administrative and operational support to the Head of Private Banking, including document preparation, compliance filing, and frontline client servicing during peak periods.
Role type
Senior Client Services Manager & Executive Assistant to Market Head
Builds
Compliance documentation, meeting packs, performance dashboards, and market trend briefings
Domain
Private Banking / Wealth Management
Required skills
KYC and account opening procedures, calendar management, correspondence handling, document formatting, AI tool usage (Microsoft 365 Copilot, internal platforms), data analysis, Microsoft Office Suite, virtual meeting platforms
Preferred skills
Private banking or wealth management experience, RMA training, sales cycle familiarity, Chinese and English fluency
Responsibilities
Prepare account opening forms, KYC updates, and compliance paperwork; follow up on client signatures and document filing; assist relationship managers with client servicing and sales processes; manage executive calendar and correspondence; prepare meeting packs, presentations, and reports; support creation of dynamic reports and market trend briefings
Seniority
Senior, hands-on IC