Officer, Client Data Management

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

"Become part of a family – not just a company."
Working in an inspiring and international environment.

We are always looking for qualified, motivated and dedicated colleagues. Discover the below opportunities open to you:

Job Description

Key responsibilities ▪ Client Data Management: Maintain and update client information within core banking or internal systems, ensuring accuracy and compliance with relevant standards. Perform data quality checks and take corrective action as needed to address inconsistencies. ▪ Customer Enquiries: Respond to internal and external client queries relating to products, services, or account details. Provide timely and accurate information, escalating complex requests as appropriate. ▪ Documentation Review: Verify and process documentation for client onboarding, changes, or ongoing maintenance. Ensure all documents meet regulatory, policy, and quality requirements and support the wider due diligence process. ▪ Process Improvement: Support initiatives to optimise data management and customer service processes. Suggest changes and collaborate with other teams to implement improvements that enhance operational efficiency. ▪ Reporting and Monitoring: Assist in the preparation of regular reports relating to client data, service performance, or compliance. Monitor key indicators and report issues to management for further action.

Requirements

Qualifications and skills for the job

▪ Educational background: Completed commercial or business-related education; degree or relevant certification preferred.
▪ Professional experience: Experience in customer service, administration, or client data management, preferably in a financial services environment.
▪ Track record: Proven attention to detail and reliability in maintaining client records or supporting customer processes.
▪ Technical skills: Proficient with office applications and relevant business software (eg client data management/CRM systems); strong organisational and time management skills.
▪ Language skills: Strong communication skills, both written and verbal, in English and the local language.

Key differentiators to S1
▪ Knowledge and Application: Applies growing technical and operational knowledge to handle a broader range of client data, documentation, and enquiry tasks. Uses established guidelines to resolve standard and some unusual cases, seeking clarification where needed.
▪ Impact and Accountability: Ensures the accuracy and completeness of own work and contributes to team service levels. Proactively identifies issues affecting quality or client service and suggests practical improvements within the immediate work area.
▪ Job Autonomy: Works with some discretion in organising day-to-day activities and resolving routine matters. Seeks approval for major decisions or changes to established procedures.
▪ LGT Competencies: Shows increasing independence in applying LGT competencies and behaves as a reliable team member.
▪ Typically > 2 years of relevant professional experience.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact our HR Business Partner.

LGT Bank (Hong Kong)

Human Resources

Natalie Luk