Job Description
Responsibilities
- Provide support to private bankers in delivering quality wealth management services to high net worth clients
- Handle account opening and clients’ documentation, credit application and review, booking of investment deals and performing market research etc
- Monitor clients account portfolio and report for any irregularities
- Act as key contact for clients daily operational enquiries
- Ensure compliance of sales process in accordance with bank’s policies and regulatory requirements
Requirements
- Degree holder with minimum 5 years’ relevant experience in private banking
- Good understanding of investment products and orders placement
- Independent, self-motivated and customer focused
- Proficient in English and Chinese including Mandarin
- License Person of Type 1 and 4 under HKMA/SFC