About the role
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
- Fully compliant with regulations and Group policies and guidelines, and to conduct business at all times in a compliance-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 – communicating 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
- Good command of both verbal and written English and Chinese
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