Asia Wealth Management, Client Service Manager, Hong Kong
Core
Client Service Manager supporting Investment Representatives to manage 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 and banking transactions for Ultra High Net Worth clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Banking and investment transaction execution, pre-trade suitability checks, trade booking and settlement, margin management, asset transfer handling, account opening documentation and KYC, regulatory compliance 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, alternatives), conduct pre-trade suitability checks, handle trade booking and settlement, monitor margin usage and manage margin calls, process asset transfers, answer client enquiries, prepare account opening documents and perform KYC, conduct account profile and risk profile reviews, handle ad hoc requests, provide administrative support to Investment Representatives
Seniority
Mid-level, hands-on IC