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Assistant Relationship Manager - European Private Bank

Assistant Relationship Manager - European Private Bank

Selby JenningsHong 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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