Team Head, Private Banking Assistant

Posted 10 October 2023
Salary HKD900000 - HKD1080000 per annum
LocationHong Kong
Job type Permanent
Discipline Financial Services
ContactCathleen Chen

Job description

  • Leading Regional Private Bank
  • Great Remuneration Package
  • Managerial Role
company overview.
This leading regional Private Bank is looking for seasoned platform management & client services talent with managerial experience to join them and to lead the team due to great success in their business last year. You will be leading a team of 6, reporting directly to the Head of Private Banking. Great working culture and great remuneration package are provided.

job scope.
As the Vice President, Platform Management and Client Services in a Leading Regional Private Bank, your key responsibility will be:
  • Lead and manage a team of assistants in the Private Banking department, ensuring high-quality customer service and operational efficiency via trainings, mentorship and guidance
  • Plan, coordinate, and oversee daily operations related to private banking client support.
  • Monitor and improve procedures, implementing enhancements to ensure compliance and process optimization.
  • Provide guidance and support to front office for ensuring compliance with the Operational risk framework, policies, procedures and guidelines
  • Oversee the day-to-day operations of the private banking platform, including system maintenance, upgrades, UAT and troubleshooting.
  • Ensure timely and accurate preparation of documents and reports in accordance with internal and regulatory requirements.
  • Develop and coordinate contingencies to ensure service expectations are always maintained during disruption situations
  • Assure compliance with internal and external regulations and policies
  • Investigate and provide resolution on queries and ensure proper closure on issues raised
  • Collaborate with other departments and teams to ensure smooth information flow and effective cooperation.

  • Degree holder in Business, Finance or related disciplines, Type 1 and 4 licensed
  • 10 years of experience in private banking industry with solid experience as private banking assistant, managerial experience is a strong advantage
  • Sophisticated in booking and settling trades of various asset classes and products e.g. Fixed Income, Equities, FX-linked products, Mutual Funds, Structured Notes, and handling account opening documentations, payments and securities transfers
  • Excellent organizational and client servicing skills
  • Ability to multi-tasking and work under time pressure
  • Good communication and interpersonal skills and ability to interact effectively with all key stakeholders
  • Experience in leading a team is a strong advantage
If you're interested in this role, please click 'apply now'. Alternatively, for a confidential discussion on this role or to find out more opportunities in Private Banking Front Office, please contact Cathleen Chen at +852 3653 5247 or via