Private Banking Private Banking …

Selby Jennings
à Hong Kong
CDI, Plein-temps
Dernière candidature, 23 sept. 20
Negotiable
Selby Jennings
à Hong Kong
CDI, Plein-temps
Dernière candidature, 23 sept. 20
Negotiable
My client is a global private bank who are looking for Assistant Relationship Manager to support RM on a daily basis.

Key Responsibilities:

  • 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 client's account status and report for any irregularities;
    * Act as a key contact, both external and internal, for client's 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 5-7 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.

Interesting candidates please send your cv or click Apply Now down below

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