14 Household Management jobs in Hong Kong
Private Bank - Client Service Executive - Associate/AVP
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Private Bank - Client Service Executive - Associate/AVP role at Deutsche Bank
Continue with Google Continue with Google
Join to apply for the Private Bank - Client Service Executive - Associate/AVP role at Deutsche Bank
Details of the Division and Team
Deutsche Bank’s Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits
Position Overview
Details of the Division and Team
Deutsche Bank’s Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits
The business are looking for Client Service Executives to support the Relationship Managers (RMs) and Investment Managers (IMs) in the day to day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.
What We Will Offer You
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.
You can expect:
- Competitive Salary and non-contributory pension
- 20 days annual leave plus generous number of public holidays
- Life Assurance and Private Healthcare for you and your family
- A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
- The opportunity to support a wide ranging CSR program plus take volunteering leave days
- Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
- Understanding of all desk administration and ability to manage meetings and all arrangements related to the meeting.
- Understand client requirements and assist Private Bankers in daily maintenance of account relationships
- Act as the client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction
- Ability to understand issues and appropriately escalate to Management in a timely fashion
- Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
- 5 or more years of relevant client service executive/sales support/assistant relationship manager & investment experience at AVP level. Individuals with less experience will be considered at Associate level.
- Working experience from the Private Banking or Wealth Management business is a must.
- Strong team player, also able to meet tight deadlines and multi-task
- Self-motivated and goal orientated and a ‘can do’ personality, who is able to work in a high paced environment
- Fluency (written and oral) in English and other language such as the Chinese languages, used in the target coverage market required due to engagement with Chinese client group.
- Meticulous, methodical and concise, with a strong attention to detail
- Relevant investment experience, coupled with a good sense of integrity
- Relevant local licenses and qualifications
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- Training and development to help you excel in your career
Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.
Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Marketing and Sales
Referrals increase your chances of interviewing at Deutsche Bank by 2x
Get notified about new Client Services Executive jobs in Hong Kong, Hong Kong SAR .
Officer, Contact Center Customer ServiceKowloon City District, Hong Kong SAR 1 day ago
Client Success Assistant, Greater China - Corporate Travel Senior Customer Service Officer - FMCG/Consumer Customer Relationship Management Specialist / Manager (CRM) Enterprise Client Success Executive- Hong Kong Client Relationship Officer | Fintech | Hong KongCentral, Hong Kong SAR
HK$300,000.00
-
HK$360,000.00
2 weeks ago
Sha Tin District, Hong Kong SAR 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPrivate Bank - Client Service Executive - Associate/AVP
Posted 9 days ago
Job Viewed
Job Description
Join to apply for the Private Bank - Client Service Executive - Associate/AVP role at Deutsche Bank
Continue with Google Continue with Google
Join to apply for the Private Bank - Client Service Executive - Associate/AVP role at Deutsche Bank
Details of the Division and Team
Deutsche Bank’s Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits
Position Overview
Details of the Division and Team
Deutsche Bank’s Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits
The business are looking for Client Service Executives to support the Relationship Managers (RMs) and Investment Managers (IMs) in the day to day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.
What We Will Offer You
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.
You can expect:
- Competitive Salary and non-contributory pension
- 20 days annual leave plus generous number of public holidays
- Life Assurance and Private Healthcare for you and your family
- A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
- The opportunity to support a wide ranging CSR program plus take volunteering leave days
- Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
- Understanding of all desk administration and ability to manage meetings and all arrangements related to the meeting.
- Understand client requirements and assist Private Bankers in daily maintenance of account relationships
- Act as the client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction
- Ability to understand issues and appropriately escalate to Management in a timely fashion
- Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
- 5 or more years of relevant client service executive/sales support/assistant relationship manager & investment experience at AVP level. Individuals with less experience will be considered at Associate level.
- Working experience from the Private Banking or Wealth Management business is a must.
- Strong team player, also able to meet tight deadlines and multi-task
- Self-motivated and goal orientated and a ‘can do’ personality, who is able to work in a high paced environment
- Fluency (written and oral) in English and other language such as the Chinese languages, used in the target coverage market required due to engagement with Chinese client group.
- Meticulous, methodical and concise, with a strong attention to detail
- Relevant investment experience, coupled with a good sense of integrity
- Relevant local licenses and qualifications
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- Training and development to help you excel in your career
Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.
Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Marketing and Sales
Referrals increase your chances of interviewing at Deutsche Bank by 2x
Get notified about new Client Services Executive jobs in Hong Kong, Hong Kong SAR .
Officer, Contact Center Customer ServiceKowloon City District, Hong Kong SAR 1 day ago
Client Success Assistant, Greater China - Corporate Travel Senior Customer Service Officer - FMCG/Consumer Customer Relationship Management Specialist / Manager (CRM) Enterprise Client Success Executive- Hong Kong Client Relationship Officer | Fintech | Hong KongCentral, Hong Kong SAR
HK$300,000.00
-
HK$360,000.00
2 weeks ago
Sha Tin District, Hong Kong SAR 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrProduction Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufa[...]
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Production Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufacturer (Tsuen Wan) role at JPC Corporation
Production Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufacturer (Tsuen Wan)1 day ago Be among the first 25 applicants
Join to apply for the Production Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufacturer (Tsuen Wan) role at JPC Corporation
Get AI-powered advice on this job and more exclusive features.
Company Description
Hong Kong - Shenzhen - Guangzhou - Shanghai - Beijing
JPC Texson Ltd, established since 1990, is a Hong Kong and China licensed Employment Consulting firm, specializes in Headhunting and Recruiting Services for companies in Hong Kong and China. We have offices in Hong Kong, Shenzhen, Guangzhou, Shanghai and Beijing.
Job Description
Join a Leading Japanese MNC - Shape the Future of Smart Living!
Are you passionate about production control and vendor management? Do you thrive in a fast-paced environment where innovation meets precision? We’re a renowned Japanese multinational corporation, known for designing, manufacturing, and marketing cutting-edge lifestyle consumer electronics and smart home products across the APAC region. Now, we’re expanding—and we want you to be part of our journey.
Position: Production Control Assistant / Vendor Management Specialist
About Us
- Japanese MNC with a strong global presence
- Brand owner, manufacturer, and marketer of innovative lifestyle electronics
- Serving major markets across Asia-Pacific
- Dynamic, multicultural team with a passion for excellence
Reporting to the Production Control Team Head, you’ll be part of a close-knit team of 5 professionals, driving operational efficiency and ensuring smooth production flow.
- Manage procurement for mass production of released products
- Issue monthly Production Requests to vendors and suppliers
- Negotiate product costing with factories for ongoing and special deals
- Oversee inventory disposal for both warehouse and factory production lines
- Coordinate monthly parts production requests to ensure timely material delivery to OEM factories
- Monitor and control recycled material usage
- Collaborate with internal teams and external partners to meet production goals
- F.5 graduated; Diploma is a plus
- 3+ years of experience in production control, vendor management, or related fields
- Proficiency in Microsoft Office, especially Excel & Word
- Experience with ERP systems
- Strong command of Cantonese, Chinese, and English (spoken and written)
- Excellent negotiation and communication skills
- 5-day work week
- 12 days annual leave + birthday leave
- Extra Japanese holidays
- Paid overtime ?
- Medical, dental, and life insurance coverage
- A supportive environment with career development opportunities in a respected Japanese MNC
TO APPLY For This Job Or Similar Jobs
Please attach your CV with salary expected to
JPC Recruiting Services was established in 1990.
We provide free job hunting services to job seekers.
To speed up our process, please do NOT send us download links.
Personal data provided by job applicants will be used for recruitment purpose only.
Your privacy is guaranteed. We will never give out, lease, or sell your personal information. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Manufacturing, Distribution, and Purchasing
- Industries Semiconductor Manufacturing, Computers and Electronics Manufacturing, and Appliances, Electrical, and Electronics Manufacturing
Referrals increase your chances of interviewing at JPC Corporation by 2x
Sign in to set job alerts for “Vendor Manager” roles.Wan Chai District, Hong Kong SAR 2 weeks ago
Procurement Manager - Organization & Productivity ManagementCentral & Western District, Hong Kong SAR 3 weeks ago
Service Delivery Manager/ Outsourced Manager Senior Manager / Assistant Director, Strategic Sourcing and Procurement Service Delivery Manager (Infrastructure & Deskside Support, Account Service, Renewal Contract) Senior Procurement Operations Manager (HK)Sha Tin District, Hong Kong SAR HK$35,000.00-HK$42,000.00 1 week ago
Director/Senior Manager, Indirect Procurement - Public Sector Assistant Manager - Materials (Cluster Procurement) Manager/ Associate Manager, Retail Banking Services (Account Opening and Customer Due Diligence Team)Southern District, Hong Kong SAR 2 weeks ago
Senior Manager, Strategic Procurement (Racing) Assistant Manager - Materials (Cluster Procurement) Assistant / Deputy Corporate Services Manager (Procurement)Sha Tin District, Hong Kong SAR 2 weeks ago
Business Analyst / Project Manager, Finance Technology Deputy Executive Manager, Strategic Procurement & Commercial Management (Quantity Surveyor) Senior Manager, Strategic Procurement (Property Construction) (2-year contract) Deputy Executive Manager, Strategic Procurement (Racing)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrProduction Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufa[...]
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the Production Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufacturer (Tsuen Wan) role at JPC Corporation
Production Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufacturer (Tsuen Wan)1 day ago Be among the first 25 applicants
Join to apply for the Production Control / Vendor Management / PMC - Japan smart home electronic brand owner & manufacturer (Tsuen Wan) role at JPC Corporation
Get AI-powered advice on this job and more exclusive features.
Company Description
Hong Kong - Shenzhen - Guangzhou - Shanghai - Beijing
JPC Texson Ltd, established since 1990, is a Hong Kong and China licensed Employment Consulting firm, specializes in Headhunting and Recruiting Services for companies in Hong Kong and China. We have offices in Hong Kong, Shenzhen, Guangzhou, Shanghai and Beijing.
Job Description
Join a Leading Japanese MNC - Shape the Future of Smart Living!
Are you passionate about production control and vendor management? Do you thrive in a fast-paced environment where innovation meets precision? We’re a renowned Japanese multinational corporation, known for designing, manufacturing, and marketing cutting-edge lifestyle consumer electronics and smart home products across the APAC region. Now, we’re expanding—and we want you to be part of our journey.
Position: Production Control Assistant / Vendor Management Specialist
About Us
- Japanese MNC with a strong global presence
- Brand owner, manufacturer, and marketer of innovative lifestyle electronics
- Serving major markets across Asia-Pacific
- Dynamic, multicultural team with a passion for excellence
Reporting to the Production Control Team Head, you’ll be part of a close-knit team of 5 professionals, driving operational efficiency and ensuring smooth production flow.
- Manage procurement for mass production of released products
- Issue monthly Production Requests to vendors and suppliers
- Negotiate product costing with factories for ongoing and special deals
- Oversee inventory disposal for both warehouse and factory production lines
- Coordinate monthly parts production requests to ensure timely material delivery to OEM factories
- Monitor and control recycled material usage
- Collaborate with internal teams and external partners to meet production goals
- F.5 graduated; Diploma is a plus
- 3+ years of experience in production control, vendor management, or related fields
- Proficiency in Microsoft Office, especially Excel & Word
- Experience with ERP systems
- Strong command of Cantonese, Chinese, and English (spoken and written)
- Excellent negotiation and communication skills
- 5-day work week
- 12 days annual leave + birthday leave
- Extra Japanese holidays
- Paid overtime ?
- Medical, dental, and life insurance coverage
- A supportive environment with career development opportunities in a respected Japanese MNC
TO APPLY For This Job Or Similar Jobs
Please attach your CV with salary expected to
JPC Recruiting Services was established in 1990.
We provide free job hunting services to job seekers.
To speed up our process, please do NOT send us download links.
Personal data provided by job applicants will be used for recruitment purpose only.
Your privacy is guaranteed. We will never give out, lease, or sell your personal information. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Manufacturing, Distribution, and Purchasing
- Industries Semiconductor Manufacturing, Computers and Electronics Manufacturing, and Appliances, Electrical, and Electronics Manufacturing
Referrals increase your chances of interviewing at JPC Corporation by 2x
Sign in to set job alerts for “Vendor Manager” roles.Wan Chai District, Hong Kong SAR 2 weeks ago
Procurement Manager - Organization & Productivity ManagementCentral & Western District, Hong Kong SAR 3 weeks ago
Service Delivery Manager/ Outsourced Manager Senior Manager / Assistant Director, Strategic Sourcing and Procurement Service Delivery Manager (Infrastructure & Deskside Support, Account Service, Renewal Contract) Senior Procurement Operations Manager (HK)Sha Tin District, Hong Kong SAR HK$35,000.00-HK$42,000.00 1 week ago
Director/Senior Manager, Indirect Procurement - Public Sector Assistant Manager - Materials (Cluster Procurement) Manager/ Associate Manager, Retail Banking Services (Account Opening and Customer Due Diligence Team)Southern District, Hong Kong SAR 2 weeks ago
Senior Manager, Strategic Procurement (Racing) Assistant Manager - Materials (Cluster Procurement) Assistant / Deputy Corporate Services Manager (Procurement)Sha Tin District, Hong Kong SAR 2 weeks ago
Business Analyst / Project Manager, Finance Technology Deputy Executive Manager, Strategic Procurement & Commercial Management (Quantity Surveyor) Senior Manager, Strategic Procurement (Property Construction) (2-year contract) Deputy Executive Manager, Strategic Procurement (Racing)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPrivate Bank - Client Service Executive, North Asia, AVP
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Private Bank - Client Service Executive, North Asia, AVP role at Deutsche Bank
3 days ago Be among the first 25 applicants
Join to apply for the Private Bank - Client Service Executive, North Asia, AVP role at Deutsche Bank
Get AI-powered advice on this job and more exclusive features.
Details of the Division and Team:
Deutsche Bank Private Banking is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
Position Overview
Details of the Division and Team:
Deutsche Bank Private Banking is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
The business are looking for a Client Service Executive to support the Relationship Managers (RMs) and Investment Managers (IMs) in the day to day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.
What we will offer you:
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.
You can expect:
- Competitive Salary and non-contributory pension
- 20 days annual leave plus generous number of public holidays
- Life Assurance and Private Healthcare for you and your family
- A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
- The opportunity to support a wide ranging CSR program plus take volunteering leave days
- Handling general inquiries from clients and assisting RMs in all aspects of client services to ensure clients’ need are met
- Taking and executing clients’ orders, including but not limited to money market, securities and FX spot transactions; checking appropriateness/suitability where required
- Processing and following-up to completion of all client payment instructions in a professional and timely manner relating to both internal and external requests; including call backs, signature verification, balance checks, instruction input and record keeping; critically assessing the transaction behavior and keeping the RM informed for AML purposes
- Providing regular updates to RMs with respect to unauthorized overdrafts and preparing credit excess reports
- Assisting in the execution of the periodic fee run by ensuring RMs are informed of any insufficient balances
- Preparing and distributing client related administrative documentation; including account opening packs, valuations (both ad-hoc and diarized) and other client related documentation
- Assisting in the account opening and closing process, ensuring that the proper documentation is obtained in line with AML requirements
- Conducting due diligence searches in connection with "Know Your Client" policies and procedures; including media searches, PCR and Companies House
- Updating clients’ account/investment/market information in the system in an accurate manner, ensuring that all documentation is managed appropriately
- Keeping RMs informed with all business, transaction records and client interactions at all times
- Ensuring RMs are aware of any Corporate Actions and follow up through to completion
- Processing the periodic rolling of all Structured Loans, Lombard Loans and Time Deposits, ensuring specific conditions for each client are documented
- Providing assistance in managing loan covenants, ensuring the RM and IM are fully aware of the ongoing requirements for each client
- Processing of legal invoices with regard to Structured Lending transactions
- Taking ownership of operational account problems and remaining accountable through to completion
- Upholding regulatory and compliance policies / procedures to mitigate risks; ensuring that the Bank is protected, including ensuring stipulated regulatory requirements needed to perform this role are met (such as CPT requirement, attending anti-money laundering training, etc.)
- Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
- Support RMs in performing client after-sales tasks including scheduling follow up calls and meetings
- Coordination of marketing events invitations and approvals to support RMs
- Accountable for providing full administrative support to the Head of Desk as well as immediate team, acquiring various administrative duties (including support for testing new IT platform) and backing-up other team members as and when required
- Handling, screening and forwarding email correspondence ensuring confidentiality is considered; filing of relevant information as per audit trail
- Collation of documentation and/or briefing packs for meetings in advance
- Providing support to RMs on business administration tasks such as weekly flash and other special projects
- Where applicable, managing the daily mailing of documentation to the relevant booking centers
- Fostering strong working relationships across coverage, product and infrastructure divisions through daily interactions
- Delivering high level of customer satisfaction in daily interaction with clients that ultimately contribute to client retention
- Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues.
- Educated to degree level or with relevant banking industry experience
- At least 7 years of client servicing experience, in an Assistant Relationship Manager capacity, business management, account management or a relationship executive position in Private Banking or Wealth Management
- Strong team player, also able to meet tight deadlines and multi-task
- Self-motivated and goal orientated or proactive with a ‘can do’ attitude
- Excellent communication skills and strong interpersonal skills with a positive approach
- Able to work in a high paced environment under pressure
- Meticulous, methodical and concise, with a strong attention to detail
- Client-oriented and solution-oriented
- Professional integrity
- Someone with high service standards and attitude, and a strong ability to be flexible
- Eager to help improve our processes, with a continuous improvement mindset
- HKMA/SFC License 1
- Fluent in English, Cantonese and Mandarin
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- Training and development to help you excel in your career
Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Marketing and Sales
Referrals increase your chances of interviewing at Deutsche Bank by 2x
Get notified about new Client Services Executive jobs in Hong Kong, Hong Kong SAR .
Wan Chai District, Hong Kong SAR 19 hours ago
Client Success Specialist, Greater China - Corporate TravelWan Chai District, Hong Kong SAR 3 days ago
Officer, Service Analyst (Contact Center)Kowloon City District, Hong Kong SAR 2 weeks ago
Officer, Service Analyst (Contact Center)Kowloon City District, Hong Kong SAR 6 days ago
Client Relationship Officer | Fintech | Hong KongCentral, Hong Kong SAR HK$300,000.00-HK$360,000.00 1 week ago
Senior Officer, Contact Centre, Consumer BankingKwun Tong District, Hong Kong SAR 1 month ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPrivate Bank - Client Service Executive, North Asia, AVP
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Private Bank - Client Service Executive, North Asia, AVP role at Deutsche Bank
3 days ago Be among the first 25 applicants
Join to apply for the Private Bank - Client Service Executive, North Asia, AVP role at Deutsche Bank
Get AI-powered advice on this job and more exclusive features.
Details of the Division and Team:
Deutsche Bank Private Banking is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
Position Overview
Details of the Division and Team:
Deutsche Bank Private Banking is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
The business are looking for a Client Service Executive to support the Relationship Managers (RMs) and Investment Managers (IMs) in the day to day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.
What we will offer you:
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.
You can expect:
- Competitive Salary and non-contributory pension
- 20 days annual leave plus generous number of public holidays
- Life Assurance and Private Healthcare for you and your family
- A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
- The opportunity to support a wide ranging CSR program plus take volunteering leave days
- Handling general inquiries from clients and assisting RMs in all aspects of client services to ensure clients’ need are met
- Taking and executing clients’ orders, including but not limited to money market, securities and FX spot transactions; checking appropriateness/suitability where required
- Processing and following-up to completion of all client payment instructions in a professional and timely manner relating to both internal and external requests; including call backs, signature verification, balance checks, instruction input and record keeping; critically assessing the transaction behavior and keeping the RM informed for AML purposes
- Providing regular updates to RMs with respect to unauthorized overdrafts and preparing credit excess reports
- Assisting in the execution of the periodic fee run by ensuring RMs are informed of any insufficient balances
- Preparing and distributing client related administrative documentation; including account opening packs, valuations (both ad-hoc and diarized) and other client related documentation
- Assisting in the account opening and closing process, ensuring that the proper documentation is obtained in line with AML requirements
- Conducting due diligence searches in connection with "Know Your Client" policies and procedures; including media searches, PCR and Companies House
- Updating clients’ account/investment/market information in the system in an accurate manner, ensuring that all documentation is managed appropriately
- Keeping RMs informed with all business, transaction records and client interactions at all times
- Ensuring RMs are aware of any Corporate Actions and follow up through to completion
- Processing the periodic rolling of all Structured Loans, Lombard Loans and Time Deposits, ensuring specific conditions for each client are documented
- Providing assistance in managing loan covenants, ensuring the RM and IM are fully aware of the ongoing requirements for each client
- Processing of legal invoices with regard to Structured Lending transactions
- Taking ownership of operational account problems and remaining accountable through to completion
- Upholding regulatory and compliance policies / procedures to mitigate risks; ensuring that the Bank is protected, including ensuring stipulated regulatory requirements needed to perform this role are met (such as CPT requirement, attending anti-money laundering training, etc.)
- Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
- Support RMs in performing client after-sales tasks including scheduling follow up calls and meetings
- Coordination of marketing events invitations and approvals to support RMs
- Accountable for providing full administrative support to the Head of Desk as well as immediate team, acquiring various administrative duties (including support for testing new IT platform) and backing-up other team members as and when required
- Handling, screening and forwarding email correspondence ensuring confidentiality is considered; filing of relevant information as per audit trail
- Collation of documentation and/or briefing packs for meetings in advance
- Providing support to RMs on business administration tasks such as weekly flash and other special projects
- Where applicable, managing the daily mailing of documentation to the relevant booking centers
- Fostering strong working relationships across coverage, product and infrastructure divisions through daily interactions
- Delivering high level of customer satisfaction in daily interaction with clients that ultimately contribute to client retention
- Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues.
- Educated to degree level or with relevant banking industry experience
- At least 7 years of client servicing experience, in an Assistant Relationship Manager capacity, business management, account management or a relationship executive position in Private Banking or Wealth Management
- Strong team player, also able to meet tight deadlines and multi-task
- Self-motivated and goal orientated or proactive with a ‘can do’ attitude
- Excellent communication skills and strong interpersonal skills with a positive approach
- Able to work in a high paced environment under pressure
- Meticulous, methodical and concise, with a strong attention to detail
- Client-oriented and solution-oriented
- Professional integrity
- Someone with high service standards and attitude, and a strong ability to be flexible
- Eager to help improve our processes, with a continuous improvement mindset
- HKMA/SFC License 1
- Fluent in English, Cantonese and Mandarin
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- Training and development to help you excel in your career
Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Marketing and Sales
Referrals increase your chances of interviewing at Deutsche Bank by 2x
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#J-18808-Ljbffr(Senior) Marketing & Service Manager (Private Banking)
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the (Senior) Marketing & Service Manager (Private Banking) role at Bank of China (Hong Kong)
2 days ago Be among the first 25 applicants
Join to apply for the (Senior) Marketing & Service Manager (Private Banking) role at Bank of China (Hong Kong)
Direct message the job poster from Bank of China (Hong Kong)
- Develop and execute proactive marketing strategies, and marketing promotions to help promoting the brand image in order to support business goals in the private banking business.
- Create and execute client event activities from concept, through execution and evaluation to build client relationship.
- Work with various internal and external stakeholders to ensure image building and event execution.
- Evaluate events and campaigns’ effectiveness to ensure alignment of the business outcome and return of the investment.
- Effectively manage agency and supplier relationships to maximize service delivery and efficiencies.
- Develop and execute proactive marketing strategies, and marketing promotions to help promoting the brand image in order to support business goals in the private banking business.
- Create and execute client event activities from concept, through execution and evaluation to build client relationship.
- Work with various internal and external stakeholders to ensure image building and event execution.
- Evaluate events and campaigns’ effectiveness to ensure alignment of the business outcome and return of the investment.
- Effectively manage agency and supplier relationships to maximize service delivery and efficiencies.
- Degree or above.
- 5 years or above proven track record in related fields such as event management, brand promotion etc with banking experience is an added advantage.
- Efficient project and time management. Able to translate ideas into action with quality performance.
- Analytical, innovative, independent and attentive to details.
- Strong communication, writing and editing skills.
- Excellent command of both written and spoken English and Chinese. Fluency in Putonghua an advantage.
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Business Development and Marketing
- Industries Banking, Capital Markets, and Financial Services
Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x
Get notified about new Senior Marketer jobs in Hong Kong SAR .
Ecommerce & Integrated Marketing Manager -Taobao OverseaWan Chai District, Hong Kong SAR 4 days ago
Marketing Manager, TH TWHKMO (Based in Taiwan or Hong Kong) Head of Social Media, Asset Management APAC, Vice PresidentIslands District, Hong Kong SAR 9 months ago
Senior Manager, Brand Marketing and Management Senior Brand Manager / Brand Manager, Brand Marketing Manager / Assistant Manager, Digital Marketing and Analysis (Senior) Marketing Manager (Social Media and Digital Marketing)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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About the latest Household management Jobs in Hong Kong !
(Senior) Marketing & Service Manager (Private Banking)
Posted 9 days ago
Job Viewed
Job Description
Join to apply for the (Senior) Marketing & Service Manager (Private Banking) role at Bank of China (Hong Kong)
2 days ago Be among the first 25 applicants
Join to apply for the (Senior) Marketing & Service Manager (Private Banking) role at Bank of China (Hong Kong)
Direct message the job poster from Bank of China (Hong Kong)
- Develop and execute proactive marketing strategies, and marketing promotions to help promoting the brand image in order to support business goals in the private banking business.
- Create and execute client event activities from concept, through execution and evaluation to build client relationship.
- Work with various internal and external stakeholders to ensure image building and event execution.
- Evaluate events and campaigns’ effectiveness to ensure alignment of the business outcome and return of the investment.
- Effectively manage agency and supplier relationships to maximize service delivery and efficiencies.
- Develop and execute proactive marketing strategies, and marketing promotions to help promoting the brand image in order to support business goals in the private banking business.
- Create and execute client event activities from concept, through execution and evaluation to build client relationship.
- Work with various internal and external stakeholders to ensure image building and event execution.
- Evaluate events and campaigns’ effectiveness to ensure alignment of the business outcome and return of the investment.
- Effectively manage agency and supplier relationships to maximize service delivery and efficiencies.
- Degree or above.
- 5 years or above proven track record in related fields such as event management, brand promotion etc with banking experience is an added advantage.
- Efficient project and time management. Able to translate ideas into action with quality performance.
- Analytical, innovative, independent and attentive to details.
- Strong communication, writing and editing skills.
- Excellent command of both written and spoken English and Chinese. Fluency in Putonghua an advantage.
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Business Development and Marketing
- Industries Banking, Capital Markets, and Financial Services
Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x
Get notified about new Senior Marketer jobs in Hong Kong SAR .
Ecommerce & Integrated Marketing Manager -Taobao OverseaWan Chai District, Hong Kong SAR 4 days ago
Marketing Manager, TH TWHKMO (Based in Taiwan or Hong Kong) Head of Social Media, Asset Management APAC, Vice PresidentIslands District, Hong Kong SAR 9 months ago
Senior Manager, Brand Marketing and Management Senior Brand Manager / Brand Manager, Brand Marketing Manager / Assistant Manager, Digital Marketing and Analysis (Senior) Marketing Manager (Social Media and Digital Marketing)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPlatinum Client Service Partner, Private Banking Ops
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Platinum Client Service Partner, Private Banking Ops role at Standard Chartered
8 months ago Be among the first 25 applicants
Join to apply for the Platinum Client Service Partner, Private Banking Ops role at Standard Chartered
- Platinum Client Service specialist, Private Banking and Affluent is responsible for providing superior client experience to a certain set of Affluent Clients (also known as ‘Platinum clients’) in fulfilment of their requests across the entire client journey - includes facilitating new service offering, ongoing servicing, and digital enablement.
- This will require enabling differentiated service levels for such clients while providing higher level of visibility and transparency of the process to our frontline and clients.
- The role will closely work with key staff in frontline, Client Service Managers, Credit Risk, Credit risk Operations, Banking and Wealth management Operations, Asset class owners (product teams), Legal and Compliance to fulfil client needs on an ongoing basis.
- Platinum Client Service specialist, Private Banking and Affluent is responsible for providing superior client experience to a certain set of Affluent Clients (also known as ‘Platinum clients’) in fulfilment of their requests across the entire client journey - includes facilitating new service offering, ongoing servicing, and digital enablement.
- This will require enabling differentiated service levels for such clients while providing higher level of visibility and transparency of the process to our frontline and clients.
- The role will closely work with key staff in frontline, Client Service Managers, Credit Risk, Credit risk Operations, Banking and Wealth management Operations, Asset class owners (product teams), Legal and Compliance to fulfil client needs on an ongoing basis.
- Assess new Platinum clients’ requests from frontline / market heads across entire client journey including product opening / credit process / asset transfer and other ongoing service requests.
- Institute an ongoing rhythm with frontline to proactively get details of upcoming platinum clients service requests to forecast and enable requisite attention / resourcing available in different teams.
- Assess client needs, incoming portfolio, and establish which teams across business, operations, risk function and technology / digital teams are required to fulfil each client request.
- Proactively liaise with such teams to enable fulfilment of these requests, primarily focusing on providing superior client service / visibility and transparency of the entire process to Frontline and clients.
- Drive client digital adoption and access, and enabling them to access new digital offerings / products/ solutions with us (example Online equities, Private Banking Mobile app)
- Define Service levels across each of the sub-processes in the client journeys (Credit Risk, Credit Operations, Product fulfilment, Asset Transfer, Ongoing Servicing & transacting, WM Operations, Digital Adoption)
- Define, measure, and publish scorecards to senior management / Private Banking COOs on these service levels. Mitigate / Arrest areas of concern by proactively taking measures with different teams. Proactively escalate to management where necessary.
The role is a part of Wealth and Retail Banking Team.
Strategy
- Assess new Platinum clients’ requests from frontline / market heads across entire client journey including product opening / credit process / asset transfer and other ongoing service requests.
- Institute an ongoing rhythm with frontline to proactively get details of upcoming platinum clients service requests to forecast and enable requisite attention / resourcing available in different teams.
- Assess client needs, incoming portfolio, and establish which teams across business, operations, risk function and technology / digital teams are required to fulfil each client request.
- Proactively liaise with such teams to enable fulfilment of these requests, primarily focusing on providing superior client service / visibility and transparency of the entire process to Frontline and clients.
- Drive client digital adoption and access, and enabling them to access new digital offerings / products/ solutions with us (example Online equities, Private Banking Mobile app)
- Define Service levels across each of the sub-processes in the client journeys (Credit Risk, Credit Operations, Product fulfilment, Asset Transfer, Ongoing Servicing & transacting, WM Operations, Digital Adoption)
- Define, measure, and publish scorecards to senior management / Private Banking COOs on these service levels. Mitigate / Arrest areas of concern by proactively taking measures with different teams. Proactively escalate to management where necessary.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Lead the (country / business unit / function/(team) to achieve the outcomes set out in the Bank’s Conduct Principles: (Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.) *
- Serve as a Director of the Board of (insert name of entities)
- Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
- Regional Heads, Private Banking
- Market Heads, Private Banking
- Respective Heads of Private Banking Operations – WM, S&T, Onboarding
- Global COO, Servicing and Transacting
- Global COO. On-boarding
- Private Banking COOs
- 7+ years of experience in Private Banking / Wealth Management with specific to front office / operations
- Proven history of managing key stakeholders and driving transformation.
- Be able to multitask and manage different initiatives at a time.
- Be able to understand operational aspects of private banking and to provide guidance on new bespoke and ad hoc processes to support business growth.
- Having in depth knowledge in securities and OTC products would be an advantage.
- Proficiency in Microsoft Office
- Strong in verbal, presentation, and written communication skills
- Academic or professional education/qualifications: Degree(s) in Banking or equivalent field preferred
- Languages: Ability to communicate in English, Chinese , Cantonese preferred
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together We
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
- Seniority level Executive
- Employment type Full-time
- Job function Other
- Industries Banking
Referrals increase your chances of interviewing at Standard Chartered by 2x
Sign in to set job alerts for “Client Services Representative” roles. Client Servicing Officer - Private Banking Client Service Specialist, Consumer BankingKowloon City District, Hong Kong SAR 6 days ago
Operations Support Officer (Office Administration), AO - British Consulate General Hong Kong Officer, Trust Client Support Services - Global Private Banking Officer, Customer Services (Phone Banking - General Banking) Client Service Specialist (Permanent / Fixed Terms Contract) Associate, Regional Client Service Specialist - SEA and Australia Client Onboarding Specialist - Hong Kong Customer Relationship Management Specialist / Manager (CRM) Client Success Assistant, Greater China - Corporate Travel PWM Operations Client Services, Associate (Senior) Membership Services Officer (Administration) - 1yr Temporary Contract Client Onboarding Specialist - Hong KongWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPlatinum Client Service Partner, Private Banking Ops
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Platinum Client Service Partner, Private Banking Ops role at Standard Chartered
8 months ago Be among the first 25 applicants
Join to apply for the Platinum Client Service Partner, Private Banking Ops role at Standard Chartered
- Platinum Client Service specialist, Private Banking and Affluent is responsible for providing superior client experience to a certain set of Affluent Clients (also known as ‘Platinum clients’) in fulfilment of their requests across the entire client journey - includes facilitating new service offering, ongoing servicing, and digital enablement.
- This will require enabling differentiated service levels for such clients while providing higher level of visibility and transparency of the process to our frontline and clients.
- The role will closely work with key staff in frontline, Client Service Managers, Credit Risk, Credit risk Operations, Banking and Wealth management Operations, Asset class owners (product teams), Legal and Compliance to fulfil client needs on an ongoing basis.
- Platinum Client Service specialist, Private Banking and Affluent is responsible for providing superior client experience to a certain set of Affluent Clients (also known as ‘Platinum clients’) in fulfilment of their requests across the entire client journey - includes facilitating new service offering, ongoing servicing, and digital enablement.
- This will require enabling differentiated service levels for such clients while providing higher level of visibility and transparency of the process to our frontline and clients.
- The role will closely work with key staff in frontline, Client Service Managers, Credit Risk, Credit risk Operations, Banking and Wealth management Operations, Asset class owners (product teams), Legal and Compliance to fulfil client needs on an ongoing basis.
- Assess new Platinum clients’ requests from frontline / market heads across entire client journey including product opening / credit process / asset transfer and other ongoing service requests.
- Institute an ongoing rhythm with frontline to proactively get details of upcoming platinum clients service requests to forecast and enable requisite attention / resourcing available in different teams.
- Assess client needs, incoming portfolio, and establish which teams across business, operations, risk function and technology / digital teams are required to fulfil each client request.
- Proactively liaise with such teams to enable fulfilment of these requests, primarily focusing on providing superior client service / visibility and transparency of the entire process to Frontline and clients.
- Drive client digital adoption and access, and enabling them to access new digital offerings / products/ solutions with us (example Online equities, Private Banking Mobile app)
- Define Service levels across each of the sub-processes in the client journeys (Credit Risk, Credit Operations, Product fulfilment, Asset Transfer, Ongoing Servicing & transacting, WM Operations, Digital Adoption)
- Define, measure, and publish scorecards to senior management / Private Banking COOs on these service levels. Mitigate / Arrest areas of concern by proactively taking measures with different teams. Proactively escalate to management where necessary.
The role is a part of Wealth and Retail Banking Team.
Strategy
- Assess new Platinum clients’ requests from frontline / market heads across entire client journey including product opening / credit process / asset transfer and other ongoing service requests.
- Institute an ongoing rhythm with frontline to proactively get details of upcoming platinum clients service requests to forecast and enable requisite attention / resourcing available in different teams.
- Assess client needs, incoming portfolio, and establish which teams across business, operations, risk function and technology / digital teams are required to fulfil each client request.
- Proactively liaise with such teams to enable fulfilment of these requests, primarily focusing on providing superior client service / visibility and transparency of the entire process to Frontline and clients.
- Drive client digital adoption and access, and enabling them to access new digital offerings / products/ solutions with us (example Online equities, Private Banking Mobile app)
- Define Service levels across each of the sub-processes in the client journeys (Credit Risk, Credit Operations, Product fulfilment, Asset Transfer, Ongoing Servicing & transacting, WM Operations, Digital Adoption)
- Define, measure, and publish scorecards to senior management / Private Banking COOs on these service levels. Mitigate / Arrest areas of concern by proactively taking measures with different teams. Proactively escalate to management where necessary.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Lead the (country / business unit / function/(team) to achieve the outcomes set out in the Bank’s Conduct Principles: (Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.) *
- Serve as a Director of the Board of (insert name of entities)
- Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
- Regional Heads, Private Banking
- Market Heads, Private Banking
- Respective Heads of Private Banking Operations – WM, S&T, Onboarding
- Global COO, Servicing and Transacting
- Global COO. On-boarding
- Private Banking COOs
- 7+ years of experience in Private Banking / Wealth Management with specific to front office / operations
- Proven history of managing key stakeholders and driving transformation.
- Be able to multitask and manage different initiatives at a time.
- Be able to understand operational aspects of private banking and to provide guidance on new bespoke and ad hoc processes to support business growth.
- Having in depth knowledge in securities and OTC products would be an advantage.
- Proficiency in Microsoft Office
- Strong in verbal, presentation, and written communication skills
- Academic or professional education/qualifications: Degree(s) in Banking or equivalent field preferred
- Languages: Ability to communicate in English, Chinese , Cantonese preferred
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together We
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
- Seniority level Executive
- Employment type Full-time
- Job function Other
- Industries Banking
Referrals increase your chances of interviewing at Standard Chartered by 2x
Sign in to set job alerts for “Client Services Representative” roles. Client Servicing Officer - Private Banking Client Service Specialist, Consumer BankingKowloon City District, Hong Kong SAR 6 days ago
Operations Support Officer (Office Administration), AO - British Consulate General Hong Kong Officer, Trust Client Support Services - Global Private Banking Officer, Customer Services (Phone Banking - General Banking) Client Service Specialist (Permanent / Fixed Terms Contract) Associate, Regional Client Service Specialist - SEA and Australia Client Onboarding Specialist - Hong Kong Customer Relationship Management Specialist / Manager (CRM) Client Success Assistant, Greater China - Corporate Travel PWM Operations Client Services, Associate (Senior) Membership Services Officer (Administration) - 1yr Temporary Contract Client Onboarding Specialist - Hong KongWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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