Description

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

#LI-LC1

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .