Associate, Client Services Manager

Job Title: Client Services Manager

Corporate Title: Associate

Division: International Wealth Management

Location: Hong Kong

Licensed Role: Yes

Nomura Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com

Department Overview

Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.

Role Description

The Client Services Manager will play a crucial role in delivering exceptional service to our high-net-worth clients across various global markets. This position requires a deep understanding of wealth management products and services, along with strong interpersonal skills to foster and maintain client relationships.

Responsibilities

Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers

Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information

Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients’ requirements

Assist in client on/off boarding pre-checks/processes and all account reviews

Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements

Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner

Provide secretarial and administrative support

Handle logistics for business trips and meetings

Any other job duties which the supervisor may delegate from time to time

Requirements

Degree from a University in Finance or Business

Minimum 5 years’ experience as client services or relationship management within wealth management or private banking

Possess Client Advisor Competency Standards (CACS) papers 1 and 2

Minimum 5 experience with investment products, financial planning, and wealth management principles

Excellent communication and interpersonal skills, with a client-centric approach

Meticulous and ability to multi-task

Organised team player with good understanding of financial products and services

Nomura Competencies

Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.

Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.

Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.

Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.

Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

Nomura is an Equal Opportunity Employer