Private Banking - ARM/ Associate Banker Private Banking - ARM/ Associate Banker …

Selby Jennings
à Hong Kong
CDI, Plein-temps
Dernière candidature, 20 avr. 21
Negotiable
Selby Jennings
à Hong Kong
CDI, Plein-temps
Dernière candidature, 20 avr. 21
Negotiable
The successful candidate will provide excellent wealth management services and support to firms clients' HNW/UHNW segments. This role requires working closely with the Private Banker by providing support on a daily basis, including KYC, Client On-boarding, Account opening & Trade placing.

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 to Claudia Lee for a confidential conversation.

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