Client Services Manager | Private Banking

ResponsibilitiesTo assist senior Relationship Managers in providing private banking service to clientsTo answer client enquiries on financial markets and account information in a polite and professional mannerTo provide first-class customer service which meet the standards/requirements/guidelines prescribed by all concerned regulators as well as the BankTo recommend products and services to meet the needs, risk profiles and affordability of customers whom will be provided with clear and accurate information and kept informed throughout and after the sales processTo provide professional and appropriate advice in the best interests of customers and with regard to their unique circumstancesTo disclose claim, redress and compliant procedures throughout and after the sales process, and upon requestTo prepare documentation for opening of new client accountsTo assist senior Relationship Managers to take clients’ orders for securities investment and other banking transactionsTo assist senior Relationship Managers in preparing credit proposals, credit amendments and credit reviewsTo monitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value dayTo assist senior Relationship Managers in the daily monitoring of collateral and loan positions for all credit facilitiesTo be responsible for maintaining and safekeeping client records and filesRequirementsBachelor’s / University degree preferredPossesses CACS paper 1 and 2Minimum 5 years’ of relevant working experience, preferably in Private BankingGood knowledge of banking proceduresSound knowledge of credit and investment productsGood team playerExcellent command in written and spoken English and ChineseExcellent presentation and communication skill