Client Services Manager, Private Banking - (2200026142)
Standard Chartered Bank (Hong Kong) Ltd
- Company Industries：Financial Services
Job Information
- Post Date：2022-10-13
- Career Level：Senior
- Location：Not Specified
- Qualification：Full Time
- Job Function：Banking / Finance Private Banking Others Wealth Management
Job Description
The Role Responsibilities
- Provide comprehensive client support services to Team Leader / RMs in executing a broad range of banking and investment transactions for Private Banking clients.
- Provide concise and relevant information flow and execute all client transactional and administrative needs accurately and on a timely basis (information flow and client requests might include but not be limited to exchange rate requests, referral letters).
- Handle and resolve day-to-day queries from clients, TL or RMs on transactional activity, operations, systems, account re-balancing processes etc.
- Support TL/RMs to complete sales documentation and related processes (e.g. client profiling / KYC diligence) and input such information together with deal information into data capture and / or transaction processing systems.
- Assist TL/RMs in preparing Business Credit Application, financial review documentation and other customer correspondence as and when required.
- Support TL/RMs in attending to and follow-up on customer service issues with clients and internal departments, and in all cases report and escalate customer complaints to management in accordance with established procedures. Failure to report and escalate complaints will result in disciplinary action
- Handle and ensure client document and reporting comply with internal process standards.
- Ensure full awareness of and adherence to the policy and procedures e.g. credit policy and operation procedures.
- To comply with all applicable money laundering prevention procedures and, in particular, highlight suspicious activities/behavior of clients and staff e.g. account irregularities and alert TL/RM of the suspicious transactions on a timely basis.
- Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.
Our Ideal Candidate
- Full commitment to and delight in outstanding client service
- Solid experience in customer service or sales
- Experience of sales assistant role in private banking sector
- Experience in servicing the affluent market and / or HNW segment an advantage
- Good knowledge of investments, banking products, operational procedures and systems
- Customer-oriented, organized and efficient
- Ability to analyse situations, prioritise and implement processes effectively
- Team player with excellent interpersonal and communication skills
- Passed in the HKSI Licensing Examination Paper 1, 7 & 8 and /or License Person of Type 1 and 4 under HKMA / SFC
- Fluency in English, Cantonese and Mandarin
Company Info
The world's best international bank, leading the way in Asia, Africa and the Middle East Standard Chartered PLC, listed on both London and Hong Kong stock exchanges, ranks among the top 25 companies in the FTSE-100. The London-headquartered Group has operated for over 150 years in some of the world's most dynamic markets. Its income and profits have more than doubled over the last five years primarily as a result of organic growth and supplemented by acquisitions.
Standard Chartered aspires to be the best international bank for its customers across its markets. The Bank derives more than 90 per cent of its operating income and profits from Asia, Africa and the Middle East, generated from its Wholesale and Consumer Banking businesses. The Group has around 1,750 branches and outlets located in over 70 countries.
The extraordinary growth of its markets and businesses creates exciting and challenging international career opportunities. Leading by example to be the right partner for its stakeholders, the Group is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. It employs 75,000 people, nearly half of who are women. The Group's employees are of 115 nationalities, of which 60 are represented among senior management.
Standard Chartered is an equal opportunity employer. We have a meritocratic culture where each individual employee is valued and respected for who they are as a person and for what they bring to the organisation. Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage.
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