Account Management Officer - Top Swiss PB

Hong Kong Temporary HK$24,000 - HK$28,000 per month (HK$288,000 - HK$336,000 per year) View Job Description
Our client is one of the well-known private banks with over 130 years of history that operates in 28 countries worldwide. It mainly focuses on wealth management and investment consultancy services. They are currently looking for an Account Management Officer to be responsible for handling and review account opening operation for private banking clients. Candidate with relevant working experience in banking or financial services sector are welcomed!
  • Exposure in account management for private banking clients
  • Candidate with relevant working experience in banking / FS sector are welcomed!

About Our Client

Our client in one of the top private banks that mainly focuses on wealth management and investment consultancy services for individuals and companies, with over 6,600 staff operating in 28 countries worldwide. The department is now looking for an Account Management Officer to manage new account and existing account management for private banking clients.

Job Description

  • Managing and maintaining accurate client documentation records.
  • Ensuring compliance with internal policies and regulatory requirements.
  • Supporting client onboarding processes with proper documentation checks.
  • Coordinating with internal teams for document review and approval.
  • Addressing client inquiries related to documentation in a timely manner.
  • Providing administrative support to the banking and financial services department.
  • Identifying areas for process improvement within documentation workflows.
  • Preparing reports and summaries for management review.

The Successful Applicant

  • Bachelor's Degree holder of Business Administration or relevant discipline
  • 1 -2 years of working experience in account management or operation field within banking/ Financial Services sector
  • Strong analytical, problem-solving and interpersonal skills
  • Good speaking and writing skills in English and Chinese

What's on Offer

  • international working environment
  • Great exposure in bank operation/ account management field
  • 15 days of AL, medical benefits, paid sick leave
Contact
Michelle Leung
Quote job ref
JN-032026-6959690
Phone number
+852 3602 2489

Job summary

Function
Banking & Financial Services
Specialisation
Back Office - Operations
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Temporary
Consultant name
Michelle Leung
Consultant phone
+852 3602 2489
Job Reference
JN-032026-6959690

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.