Asia Wealth Management, Client Service Manager, Hong Kong
Core
Client Service Manager works closely with Investment Representatives to manage client relationships and deliver private wealth management services to Ultra High Net Worth clients.
Role type
Client Service Manager (Private Wealth Management)
Builds
Private wealth management services for Ultra High Net Worth clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Execution of banking and investment transactions, pre-trade suitability checks, trade booking and settlement, margin management, asset transfer handling, KYC and due diligence, account profile reviews, administrative support
Preferred skills
Certified Private Wealth Professional (CPWP) designation
Technologies
Matrix online registration
Responsibilities
Execute banking and investment transactions (equities, fixed income, FX, derivatives, mutual funds, alternative investments, deposits, loans); Conduct pre-trade checks and make disclosures; Handle trade booking, settlement, and margin calls; Process asset transfers; Perform KYC and account opening documentation; Review account profiles for compliance; Provide administrative support to Investment Representatives