Client Services Manager, Wealth Management Operations, Technology & Operations

Job description

Business Function Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels. Responsibility Client Relationship Support: Serve as the Service Desk to handle queries from Business Units and internal department Primary point of contact for customer enquiries, handle complaints and request from clients or Relationship Managers Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation. Proactively manage ongoing client requests and facilitate query handling to ensure timeliness and accuracy of responses. Bespoke Service Delivery Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions. Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently. Operational Excellence: Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies. Monitor and track service delivery metrics, identifying areas for process improvement. Maintain regular contact with Business Unit to obtain feedback on service levels. Initiate service review for ongoing improvement. Front Office Support: Assist front office teams with client meeting preparation, follow-ups, and execution of agreed actions. Provide training and guidance to junior team members on client service best practices Requirements University graduated / Degree holder in Banking and Finance or related disciplines 10+ years of experience in client service or operations within wealth management or private banking Strong understanding of financial products, investment vehicles, and regulatory frameworks. Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area. Excellent communication and interpersonal skills, with a client-focused mindset. Ability to manage multiple priorities and deliver under pressure. High attention to detail and problem-solving abilities. Proficiency in CRM and wealth management platforms. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified. Location: Two Harbour Square Job: Operations Schedule: Regular Employee Status: Full time