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PSI Capital Asia is a multi-family office providing global advisory services with a strong focus on sophisticated financial market investments
As part of the account management team, the successful candidate will work closely with a Relationship Manager to:
Liaise with reputable leading Private Banks and High-Net-Worth individuals
Assist in the execution of orders
Support KYC due diligence and documentation
Perform overall impeccable customer servicing (confirmation of orders, handle clients' enquiries, liaise with private banks to receive and ensure accuracies of all executions, reports, statements etc...)
Support portfolio investments and risk monitoring
Formal qualifications (University degree AND other relevant qualifications)
Minimum 7 to 10 years of relevant Private Banking/Wealth Management experience
Good understanding of financial products
Trade execution experience is a must
Good organizational skill, work in timely and efficient manner
Good knowledge of MS Excel
Team player and client servicing orientated
Fluent in English and Cantonese, Mandarin would be a plus