Client Services Manager, Private Banking
Standard Chartered
Hong Kong, Hong Kong,
2天前

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base. 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
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