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Assistant Relationship Manager - European Private Bank
Selby Jennings
Hong Kong
30 天前
职位描述
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
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Relationship Manager • Hong Kong
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