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Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients; * Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner; * Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required; * Proactively monitor client's account status and report for any irregularities; * Act as a key contact, both external and internal, for client's daily operational enquiries; * Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements; * Complete all mandatory training as required to attain and maintain proficiency; * To manage meetings and travel arrangements of RMs; * To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
University degree with minimum 5-7 years relevant banking experience;
Private banking experience will be an advantage;
Investment product knowledge and experience;
Good communication and interpersonal skills;
Customer-focused, self-motivated, and meticulous;
Able to work under pressure;
Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications;
Proficiency in written and spoken English and Chinese, ability to speak Mandarin will be an advantage;
License Person of Type 1 and 4 under HKMA/SFC.
Interesting candidates please send your cv or click Apply Now down below