Client Service Manager M/F

Indosuez Wealth Management · Hong Kong, Hong Kong, Hong Kong

Location

Hong Kong

Job Type

CDI

Posted

June 27, 2026

Job Description

Description du poste
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 ...
        

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