Assistant Relationship Manager - European Private Bank
Selby JenningsHong Kong
30+ days ago
Job description
Responsibilities
Assist Relationship Managers in managing and growing client portfolios by providingprehensive support and exceptional service.
Address client needs and inquiries promptly, ensuring a high level of client satisfaction.
Maintain accurate and up-to-date client records and documentation.
Proactively monitor client's account status and report for any irregularities
Execute trade transactions and ensure that all transactions are inpliance with the Bank's policies and legislative requirements
Facilitate the account opening process for new clients, ensuring all required documentation ispleted accurately and efficiently.
Ensurepliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and confidentiality.
Requirements :
At least 6 years in client service in private banks
Regulatory license is required ie. HKSI Licensing Examination Paper 1, 7 & 8)
Familiar with wealth management products
Customer-focused, self-motivated, and meticulous
Strong analytical and problem-solving skills, with a keen attention to detail.
A good team player
Fluent in Chinese, English and Cantonese
Job ID PR / 549927
Create a job alert for this search
Relationship Manager • Hong Kong
Related jobs
Head Hunter Manager - Education (China)
nextRolesShenzhen, Guangdong Province, CN
Quick Apply
On behalf of Rihexia Educational Consultant, they are looking for Highly educated individuals in the field of education, educational administrators, principals, and diverse foreign talents.Communic...Show moreLast updated: 30+ days ago
Assistant Sales Manager, Cargo
TeleportShenzhen, Guangdong Province, CN
Quick Apply
Develop new air freight clients (direct customers, freight forwarders, e-commerce sellers, etc.Maintain existing client relationships, provide tailored logistics solutions, and enhance customer sat...Show moreLast updated: 30+ days ago
Energy Storage Senior Sales Manager - North America
nextRolesShenzhen, Guangdong Province, CN
Quick Apply
They are helping their clients to look for candidates : .Show moreLast updated: 30+ days ago
Assistant Manager, Sales (Loan Product)
Konew FinTech Corporation LimitedCentral, Hong Kong Island, HK
Quick Apply
Identify sales opportunities and develop new business for personal loan / property loan.Participate in the selling and promoting of loans products to potential new clients.
Generate new sales leads to...Show moreLast updated: 30+ days ago
Petra Brands is seeking a dynamic and experienced.HR initiatives and foster a positive workplace culture.As an integral part of our management team, you will oversee all HR functions and work close...Show moreLast updated: 30+ days ago
Trade Finance Professional
Euro Exim BankVictoria City, Victoria City, HK
Quick Apply
About the Role : Euro Exim Bank, an award-winning global financial institution is seeking freelance-based professionals who are truly Passionate About Sales.
Your main task is to attract new clients ...Show moreLast updated: 30+ days ago
Client Relationship Officer | Fintech | Hong Kong
Zeal GroupCentral, Hong Kong, HK
Quick Apply
Provide the priority services to VIP Customers by different channels in Premium Service Centre.Be the dedicated site visit ambassador for agents and customers, ensuring a seamless and exceptional e...Show moreLast updated: 30+ days ago
Promoted
Global Relationship Manager (Code : A1)
EXANTEHong Kong, Hong Kong SAR, Hong Kong
EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology.Our propriet...Show moreLast updated: 30+ days ago
Portfolio Manager
Infini Capital Management LimitedHong Kong, Hong Kong, HK
Quick Apply
Infini Capital Management is a Multi-Strategy Hedge Fund based in Hong Kong and we have offices in Abu Dhabi.We are a global investment house aiming to generate consistency by capitalizing on the c...Show moreLast updated: 30+ days ago
Promoted
Business Development Manager (Farsi)
David Kennedy RecruitmentShenzhen, Guangdong Province, China
David Kennedy Recruitment is working with an award-winning multi-licensed, broker who offers online CFD trading on FX, crypto, oil, metals, shares, and indices and seeking to onboard a Farsi speak...Show moreLast updated: 30+ days ago
Promoted
Business Development Manager with Gan dialect
David Kennedy RecruitmentShenzhen, Guangdong Province, China
David Kennedy Recruitment is working with an award-winning multi-licensed, broker who offers online CFD trading on FX, crypto, oil, metals, shares, and indices and seeking to onboard a Business De...Show moreLast updated: 30+ days ago
IB Sales Manager (Mandarin)
David Kennedy RecruitmentShenzhen, Guangdong Province, .CN
Quick Apply
Our company delivers exceptional recruitment services on a global scale, presenting an innovative approach that connects candidates and clients seamlessly.
David Kennedy Recruitment is working with ...Show moreLast updated: 30+ days ago
Customer Relationship Manager (Bank)
nextRolesHong Kong, Hong Kong, HK
Quick Apply
Provide financial planning services to high-net-worth, mainlander and offshore customers.Provide personalized service for these segment customers to build and maintain good relationships.Promote in...Show moreLast updated: 30+ days ago
Promoted
Relationship Manager
CartrackKowloon Bay, Kowloon, Hong Kong
Generate sales lead through business sales calls, emails or social network to prospect clients.Research potential clients and qualify them as prospects.
Maintain effective communication and secure s...Show moreLast updated: 30+ days ago
Portfolio Manager
CBREHong Kong, Hong Kong
Our client is a large global financial institution with a significant property portfolio across Hong Kong.This is a great opportunity to join a large CBRE account team delivering real estate servic...Show moreLast updated: 30+ days ago