Client Services Manager & Personal Assistant to Market Head, Private Banking

• Assist in preparing account opening forms, KYC updates, trade instructions, product subscription documents, and related compliance paperwork.
• Follow up on client signature collection, document filing, and system entry to ensure compliance with internal policies and regulatory standards.
• Step into frontline support during peak periods or team needs, assisting relationship managers with day-to-day client servicing and sales processes for HNWI clients.
• Manage the executive’s calendar comprehensively, including meetings, business trips, corporate events, and key action items, ensuring optimal time utilization.
• Handle correspondence, calls, visitor arrangements, and internal communications; prioritize and escalate matters as needed.
• Prepare high-quality meeting packs, presentations, reports, and briefing materials with accuracy and professional formatting.
• Competently use AI tools (e.g., Microsoft 365 Copilot, BOCHK’s internal intelligent platforms, or other generative AI systems) to draft documents, summarize meetings, generate recommendations, and streamline workflows.
• Support the creation of dynamic reports, performance dashboards, or market trend briefings to aid managerial decision-making.

• Bachelor’s degree or above.
• Minimum 5 years of experience as an executive assistant or senior secretary in financial institutions; experience in private banking, wealth management, or asset management is highly preferred.
• Must hold HKSI Licensing Examination Pass Results for Type 1 (Dealing in Securities) and Type 4 (Advising on Securities), with valid CPD completion.
• Prior RMA training completed, with familiarity in sales cycle, compliance requirements, and client service standards.
• Excellent written and spoken Chinese and English.
• Proficient in Microsoft Office Suite; familiar with Teams, Zoom, and other virtual meeting platforms. Competent in using AI tools for document drafting, meeting summarization, data analysis, and workflow optimization.
• Highly self-motivated, proactive, and able to work independently with minimal supervision.
• Strong sense of confidentiality, professionalism, and resilience in high-pressure environments.

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