Assistant Relationship Manager (PB & WM)

Responsibilities:

• Assist the Relationship Manager in handling High Net-Worth clients' service with regards to Private Wealth Management business;
• Handle account opening (e.g. KYC, CDD);
• Assist in the daily maintenance of customer relationships;
• Support in transactions of investment products and insurance products;
• Handle daily affairs of client inquiries, and all related operation requirements.

Requirements:

• University graduate in Banking / Finance or related discipline;
• Minimum of 2 years' relevant experience in Banking / Financial services industry;
• Proficient in written and spoken English and Chinese (fluent in Mandarin is preferred);
• Good interpersonal and communication skills;
• Holder of HKSI Licensing Examination Paper 1, 7 & 8 and IA IIQE Paper I & III;
• With ECF-RWM or ECF-PWM qualification will be an advantage;
• Immediately available or short notice is highly preferred.

Interested applicants please send your full resume with date of availability, current and expected salary in MS WORD format by clicking "Apply Now"

This is an in-scope position under the Mandatory Reference Checking (MRC) Scheme. For details, please refer to the corresponding website: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

Please note that failure to provide the required information will result in the Bank being unable to process your employment application.

All information received will be used for recruitment purposes only.