Job Responsibility
- Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
* Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
* Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
* Proactively monitor clients' account status and report for any irregularities;
* Act as a key contact, both external and internal, for clients' daily operational enquiries;
* Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
* Complete all mandatory training as required to attain and maintain proficiency;
* To manage meetings and travel arrangements of RMs;
* To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
Key Requirements:
- University degree with minimum 5 years relevant banking experience;
* Private banking experience will be an advantage;
* Investment product knowledge and experience;
* Good communication and interpersonal skills;
* Customer-focused, self-motivated, and meticulous;
* Able to work under pressure;
* Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications;
* Proficiency in written and spoken English and Chinese, ability to speak Mandarin will be an advantage;
* License Person of Type 1 and 4 under HKMA/SFC.
Interested candidates please send over your updated CV or call +852 3008 -0358 for a confidential conversation.