Asia Wealth Management, Client Service Manager, Hong Kong
Core
Manage client relationships and deliver private wealth management services to Ultra High Net Worth clients in Asia.
Role type
Client Service Manager (Private Wealth)
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 processing, KYC and due diligence, account profile reviews, administrative support for client meetings
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, perform KYC and due diligence for account openings, review account profiles for compliance, provide administrative support for client meetings and travel
Seniority
Individual Contributor