Job Description
Responsibilities:
- 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 clients’ account status and report for any irregularities
- Act as a key contact, both external and internal, for clients’ daily operational enquiries
- Ensure the performing transactions are in compliance with the Bank’s policies and legislative requirements
Requirements:
- University degree with minimum 2 to 3 years private banking experience
- Investment product knowledge and experience
- Good communication and interpersonal skills
- Customer-focused, self-motivated, and meticulous
- 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