- Provide primary support to the relationship managers in their daily tasks, managing client relationship and deliver a wide range of private wealth management services to High Net Worth clients
- Respond to client enquiries, monitor transactions and activities in client accounts
- Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
- Ensure full awareness of and adherence to the policy and procedures e.g. credit policy and operation procedures
- Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
- 3+ years of working experience in private banking sector
- Solid experience in serving high net-worth clients
- Strong understanding of private banking products and services, good knowledge of investments, operational procedures and systems
- Excellent interpersonal, communication, work organisation and client interfacing skills
- Customer-oriented and able to thrive in a fast-paced environment
- Passed in the HKSI Licensing Examination Paper 1, 7 & 8 and /or License Person of Type 1 and 4 under HKMA / SFC
- Strong language proficiency, verbal and written English and Chinese (both Cantonese and Mandarin) are essential
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Develop and execute proactive marketing strategies, and marketing promotions to help promote the brand image to support business goals in the private banking business · Create and execute client event activities from concept, through execution and evaluation t ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations · Continue to provide professional and excellent investment advice to key clients of private ba ...
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HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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Industrial and Commercial Bank of China (Asia) Limited Hong Kong, 香港 全职Assist in the FATCA Project in implantation, as per management request · Liaise with customer, FATCA related questions due diligence · Assist the preparation, checking and processing of customer applications, account opening and transaction activities · Coordinate with the other ...
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eFinancialCareers Hong Kong, 香港 全职Prestigious Regional Private Bank · Expanding and Profitable Business with Enticing Remuneration · Heritage 5 Seasoned & Profitable Bankers · company overview. · This Prestigious Regional Private Bank is looking for a Team Head focusing on China/ Hong Kong market. You will be ma ...
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Assistant Relationship Manager job for a Top tier Global Private Bank - Hong Kong, 香港 - Wellesley Associates Limited
描述
My client is a prominent private bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a senior professional to join their front line.
Duties:
Requirements:
What you will get in return are the exposure at the bank that could bring your career to the next level, an ideal working environment and a competitive remuneration package will be offered to the successful incumbent.
If you're interested in this role, forward an up-to-date copy of your CV to , or call directly on If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.
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