Assistant Relationship Manager (North Asia)

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works with a specific Wealth Management Zone. He/she supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

Key Responsibilities:

To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:

• Open accounts, prepare documentation and general instructions;
• Process credit approvals, investment and deposit transactions;
• Execute clients’ instructions;
• Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;
• Ensure that private banking transactions comply with the Bank’s policies and legal requirements;
• Key contact for clients’ enquires on daily operational basis;
• Conduct controls-related duties (eg. call-back, etc); and
• Assume any other tasks as assigned.

Key Requirements

• University degree or equivalent
• Additional certification such as CACS Paper 1 and 2 is required
• 5-10 years of relevant experience in client servicing and/or sales operations, private banking experience will be an advantage
• Good communication and interpersonal skills.
• Ability to work under stressful and fast pace environment
• Customer oriented, self-motivated and meticulous
• Strong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.