Client Services Representative - Contract

Brilliant Job Opportunity in an Investment Bank!
Your new company
The company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Your new role
This role is to manage client relationship and deliver a wide range of private wealth management products and services including corporate solutions to Ultra High Net Worth and High Net Worth investors. You will provide support to a series of core functions:

Client Solutions and Support
  • Establish and manage relationship to establish long term connections with key clients
  • Provide tailored solutions and support to clients according to their investment profiles
  • Ensure compliance on regulatory requirements, a strong risk and control culture, and an effective operational and administrative service

Client Onboarding and Account Maintenance:
  • Answer client enquiries and address client feedbacks
  • Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
  • Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards
  • Handle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registration

Investment Evaluation and Execution
  • Manage trade orders and execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
  • Conduct pre-trade checks on product suitability and make relevant disclosures to clients
  • Follow up order executions and handle trade booking and settlement
  • Monitor accounts’ margin usage and manage margin calls
  • Handle clients’ inward and outward asset transfer requests

What you'll need to succeed
  • University graduate in Finance or related disciplines
  • Minimum 2 years of client service experience in wealth management or private banking industry
  • Solid understanding of wealth management products, private banking operations and investment strategy for UHNW clients
  • Profound knowledge of the local regulatory requirements of the investment advisory business
  • Flexible, detail-oriented and meticulous
  • Ability to multi-task and work efficiently in a fast-paced environment
  • Excellent interpersonal, communication and client service skills
  • Effective communication skills, both spoken and written, in Chinese, English and Mandarin (depending on the market coverage)
  • CPWP (Certified Private Wealth Professional) and CFA preferred

What you'll get in return
• The opportunity to work in a leading investment bank
• The opportunity to collaborate with like-minded individuals
• The career development opportunities working in a fast-paced environment

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #1206022


Job Type
Banking & Financial Services
Banking and Financial Services

Talk to a consultant

Talk to Raven Bassi, the specialist consultant managing this position, located in Hong Kong
6604-06,66/F, ICC, 1 Austin Road West, West Kowloon

Telephone: +60376118600