Client Services Manager, Private Banking recruitment
Job Description
The role holder assists Team Leader (TL) and Client Advisors (CAs) in delivering business results through providing quality information flow plus banking and investments services to clients, TL and CAs in advising on and executing transactions. He/she alerts sales opportunities to TL and CAs and plays a significant role in minimizing operational losses.
Key Roles Responsibilities
- Provide comprehensive client support services to TL / CAs 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 CAs on transactional activity, operations, systems, account re-balancing processes etc.
- Support TL/CAs 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/CAs in preparing Business Credit Application, financial review documentation and other customer correspondence as and when required.
- Support TL/CAs 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.
- 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/CA 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.
Qualifications Skills
- Full commitment to and delight in outstanding client service.
- Solid experience in customer service or sales.
- 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.
- Team player with excellent interpersonal and communication skills.
- Fluency in English, Cantonese and Mandarin.
How To Apply
You can search and view current opportunities across our organisation and apply immediately by registering or logging in to our careers website www.standardchartered.com/careers.
September 15, 2011
• Tags: Asset Management careers in the Hong Kong SAR, Client Services Manager, Private Banking recruitment • Posted in: Financial