Client Account Manager APAC China

Are you curious, proactive and always striving to bring positive impact to clients? Are you passionate about delivering exceptional service to high net worth and ultra-high net worth clients in a fast-paced international environment? Do you enjoy working closely with client advisors, handling complex banking activities, and contributing to a seamless client experience?

We’re looking for a WM 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 WM 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