Assistant Relationship Manager, Private Banking (many posts)

Our client is Foreign Private Banking. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team.

Assistant Relationship Manager, Private Banking ( many posts)

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 3-5 years of relevant work experience as Assistant Relationship Manager in private banking in Foreign bank Or PRC Wealth Management in banking industry
• 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

Interested parties, please send full resume with current & expected salary to [email protected] or office at [3468 7398](tel:3468 7398) for a confidential discussion

OR, please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking “APPLY NOW”

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