Client Account Manager WM (Mandarin speaker)

Are you focused on the details, even when

under pressure?

We’re looking for a Client Account Manager to:

• support client advisors in delivering exceptional client service and experience;
• support client advisors in administrative, risk and legal and compliance related tasks and duties;
• manage daily business in HNW/UHNW client servicing and provide high quality service;
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits;
• be the direct contact for daily banking activities and administrative work for our clients;
• manage daily client transactions and carry out inquiries and troubleshooting;
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability

reviews, initial and recurring KYC and due diligence;

• support client advisors when they are on business trips and assist in preparing client meetings.