Talent.com
你所在的国家不提供此工作机会。
Assistant Relationship Manager, Private Wealth Management

Assistant Relationship Manager, Private Wealth Management

Ping An Bank Company LtdHong Kong
30 天前
职位描述

Job Responsibilities :

  • Provide comprehensive sales and service support to Relationship Managers for consolidated banking customers.
  • Maintain good relationship with own clients and cultivate client needs on products  & services.
  • Adhere to internal guidelines while ensuring data confidentiality.
  • Understand clients' risk profiles and act as a gatekeeper to ensure compliance with sales processes, including RPQ, annual PI reviews, AML, KYC, and more.
  • Maintain complete, accurate, and up-to-date client profiles and documentation.
  • Respond promptly to client inquiries and instructions, and follow up on outstanding issues and requests.
  • Prepare and monitor credit reviews, line excess, and collateral positions, prepare account review materials for RM or IC review on a regular basis.
  • Proactively alert Relationship Managers and relevant parties when special actions are required.
  • Meet personal sales targets and assist in achieving overall sales and service objectives.

Job Requirements :

  • Bachelor’s degree or above.
  • Possess HKIA & HKSI qualifications.
  • Minimum 1-2 years of relevant sales and customer service experience in banking industry.
  • Good service orientation, attentive to details and diligent.
  • Proactive approach with excellent communication and interpersonal skills.
  • Proficient in computer skills and effective communication.
  • Good command of Mandarin, Cantonese, and English.
    • 为此搜索创建职位提醒

    Relationship Manager • Hong Kong