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Client Services Officer

Hong Kong
Posted 4 days ago Permanent 25k - 35k
A Private Wealth Management (PWM) is looking for a Client Service Officer / Assistant Relationship Manager. Report to 2 senior Relationship Managers (RM) with a focus on Taiwan and Hong Kong HNWI and family office clients.

Key Responsibilities:

  • Establish and maintain good business relationships with HNWI and family office clients and assist with their inquiries in a professional manner;
  • Execute a range of banking and investment transactions (e.g., structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients;
  • Act as escalation contact for the client, several local and foreign banks, investment companies, brokers as well as internal departments;
  • Provide administrative support to CROs on client meeting and business trip arrangement and expense reimbursement;
  • Perform ad hoc assignments/duties as assigned.


  • Degree or above in Finance, Economics or other related disciplines;
  • At least 2-3 years of relevant client service experience in banking;
  • Excellent communication and client service skills;
  • Good technical skills in using MS Office;
  • Fluency in both written and spoken English and Chinese, including Mandarin.