Assistant Relationship Manager, Private Banking
Responsibilities
Assist Relationship manager to support their Greater China Markets/portfolio of clients
Provide investments market updates and execution of the OTC listed investment trade , FX , Option , equities , funds and structured products, FX Swap, Accumulators, Decumulators, Fx Option, mutual funds. etc
Prepare marketing materials and quotas, trade execution, credit proposals, investment and deposit transactions
Provide Business management support to assure efficient and smooth completion of trade execution
Manage and follow up on new account opening and closure documentation to ensure full compliance to the requirement before passing the documents
Taking and executing private banking clients' orders, mainly for Hong Kong market including money market, securities, structure products, FX transactions, etc.
Support Relationship Manager, handle and resolve daily queries from clients
Assist with completing sales documentation and related processes e.g. client profiling / KYC
Requirements
Degree holder, preferably majoring in banking/finance
Minimum 5 years of relevant work experience as Assistant Relationship Manager in private banking in Foreign bank
holder HKSI Licensing Examination Paper 1, 7 & 8
Good knowledge of investments, banking products, operational procedures and systems including Wealth Management systems
Fluency in English, Cantonese and Mandarin
Must stable working history
Interested parties, please send full resume with current & expected salary to [email redacted, apply via Company website] or office at 3468 7398 for a confidential discussion
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Full-time
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