- Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
- Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
- Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
- Proactively monitor clients' account status and report for any irregularities;
- Act as a key contact, both external and internal, for clients' daily operational enquiries;
- Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
- Complete all mandatory training as required to attain and maintain proficiency;
- To manage meetings and travel arrangements of RMs;
- To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.

Geographical area
Asia, Hong Kong
City
29th Floor, Two Pacific Place, 88 Queensway,



Admiralty Hong Kong Hong-Kong
Bachelor Degree / BSc Degree or equivalent
University degree
Level of minimal experience
6-10 years
Experience
- 5+ years relevant banking experience;
- Private banking experience will be an advantage
Required skills
- Good communication and interpersonal skills;
- Customer-focused, self-motivated, and meticulous;
- Able to work under pressure;
- Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications;
Technical skills required
- Investment product knowledge and experience
- License Person of Type 1 and Type 4 activities under HKMA/SFC.
Languages
Fluent in written and spoken English, Cantonese and Putonghua
General information
Entity
About Indosuez Wealth Management in Asia Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in

📌 Client Service Manager M/F (Asia)
🏢 Indosuez Wealth Management
📍 Asia