As a Vice President Client Service Manager in the Client Service Team, you will oversee a team of professionals dedicated to client account management. You'll also take personal responsibility for a select group of clients, offering them tailored attention and solutions. By embracing both a coach and player role, you'll effectively mentor your team on critical priorities and provide strategic advice to Bankers and Investors regarding client servicing.
You will be part of a team that values adaptability, attention to detail, and a results-oriented approach. Your leadership will be key in navigating the complexities of private banking, maintaining compliance with control standards, and enhancing the overall client experience.
Job Responsibilities:
- Lead a team responsible for daily account management and client service.
- Deliver proactive, personalized client service, including handling transactions (such as FX and Corporate Actions), processing payments and asset transfers, and managing cash flow (loans and deposits).
- Support Bankers with credit related documentation and fiduciary structure services.
- Advocate for digital initiatives.
- Provide troubleshooting support and serve as the team's backup when needed.
- Participate in project activities and initiatives aimed at improving efficiency.
- Conduct performance reviews, ensure team success, and cultivate a collaborative and inclusive environment that encourages growth and development.
Required Qualifications, Capabilities, and Skills:
- Tertiary education holder or above.
- Over 10 years of experience in client services, relationship management, Business Management or Private Banking support roles.
- Knowledge of private banking investment products and operational aspects.
- Solid understanding of control standards related to money transfers and securities settlement.
- Fluent in English, Cantonese, and Mandarin, with knowledge of both simplified and traditional Chinese characters.
- Strong interpersonal skills and the ability to maintain client and banker relationships.
- Adaptable, detail-oriented, and results-focused.
- Leadership experience in team management or aspiring to be a people manager.
Preferred Qualifications, Capabilities, and Skills:
- Demonstrated empathy, humility, and a strong desire to serve, as these qualities are key to success in this role.