Job Title

Private Banking Support Manager (Contract)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03203
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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


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Interested parties please send your detail resume in MS WORD format with current and expected salary through APPLY FOR THIS JOB.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

Required: Admin & HR
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Private Banking Support Manager (Contract) (ID: 3203)

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