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Client Services Manager, Private Banking

Client Services Manager, Private Banking

Bank Of China (Hong Kong) LimitedHong Kong
10 天前
职位描述

Responsibilities

  • Provide all-rounded support to Private Banking Relationship Manager
  • Receive investment instructions from clients and transmit same for accurate and timely execution and at all times ensure high service quality
  • Assist RM or Senior RM to open accounts for clients and to conduct KYC
  • Assist RM or Senior RM to prepare credit applications for clients
  • Attending to general client queries; liaise with internal and external parties to fulfill client requests and administrative follow-up
  • Prepare ad-hoc and regular internal reports for senior management
  • Fullypliant with regulations and Group policies and guidelines, and to conduct business at all times in apliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions / activity

Requirements :

  • Degree holder or above with major in Finance or related discipline
  • At least 6 years solid working experience in serving personal banking clients, of which at least 3 years in private banking
  • Familiar with investment products in private banking field
  • Interpersonal skills -municating effectively and provide value adding advice to others, influencing, supervising effectively
  • Able to analyze situations, prioritize and implement processes effectively
  • Strong character and able to work under stress
  • Goodmand of both verbal and written English and Chinese
  • LI-LC1

    Job ID 493841

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    Manager Banking • Hong Kong

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