Director / Executive Director, Client Services, Wealth Management

  • N/A
  • Hong Kong
  • Permanent, Full time
  • Global Associates
  • 23 May 19

Our client, an investment bank, is looking for a high calibre candidate to lead its Client Services team.



  • Lead the Client Services team of the Wealth Management business.
  • Develop/review the function’s business model and associated objectives, strategies, organizational structure, controls and policies to support Board-approved business objectives, strategies and plans;
  • Promote sound corporate governance practices, culture, work ethics and evaluate the effectiveness of the organizational structure and controls from time to time;
  • Develop and enhance new policies, procedures, workflows; enrich product line and to introduce new solutions to enhance overall operations;
  • Lead and coordinate projects within Client Services as well as to support projects at group level;
  • Produce various reports, analyses and recommendations to support management decision making;
  •  Act as Complaint Officer of the company;
  • Act as Designated Officer to commit financing resources with banks on IPO and oversee all IPO processes;
  • Perform any other duties as assigned from time to time.




  • University degree in business related disciplines;
  • Over 15 years’ relevant experience, with at least 6 years of experience at managerial level or above in banking industry;
  • Client service oriented, sound knowledge in compliance and control procedures and regulatory requirements.
  • Good command of English and Chinese (including Putonghua);
  • Good communication and management skills;
  • Good planning and problem solving skills;


Please send your resume in Ms Word format  to and copy