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Analyst / Associate - Client Services Office - Wealth Management - Hong Kong

Nomura Asia Hong Kong
Mise en ligne il y a 4 mois CDI HK$40k - HK$65k
J
Mise en ligne par
Jessica Fung
Recruiter
Responsible for providing support to the sales team.

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

  • Minimum Bachelor’s degree preferably in Business / Finance
  • Minimum 3 years of relevant experience in private banking with an investment/global bank
  • Good ability in written and spoken English and Mandarin
  • Meticulous and ability to multi-task
  • Organised team player with good understanding of financial products and services
  • Excellent interpersonal and communication skills
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