Private Client Associate - Private Banking

  • AUD0.00 per annum
  • Hong Kong
  • Permanent, Full time
  • Morgan McKinley Hong Kong
  • 30 Sep 16

A excellent opportunity for a bank professional to join the private wealth management industry for a client servicing role. A good stepping stone to move into private banking.

A excellent opportunity for a bank professional to join the private wealth management industry for a client servicing role. A good stepping stone to move into private banking.

Responsibilities

  • Support Private Banking Relationship Managers by:
    • Providing exceptional client service
    • Being the first point of contact for clients' transactional and day-to-day administrative enquiries and tasks, as well as proactively contact clients to fulfill these needs
    • Completing all necessary documentation, procedures, checks and system updates
    • Building relationships with existing and prospective clients
    • Identifying and meeting the needs of clients by drawing on full spectrum of private wealth specialist capabilities, delivering on client expectations
    • Attending client interviews, as well as work with PCD to ensure follow-up and completion of Client Profile Document
    • Completing ad-hoc sales/administration tasks
  • Follow up overdue & payments top up
  • Complete ad hoc projects as and when required

Requirements:

  • 2-3 years experience in the financial / selling services industry, client relationship management is highly desirable, emphasis on proven talent for achievement of sales targets and a passion for customer service
  • Track record of success in assistance and support of client relationship development and management is critical
  • Conversant and knowledgeable about finance or leasing related matters including evaluating loan serviceability, payment structures, tax effectiveness, federal/state legislation

For a confidential enquiry please contact Bowie Chan on +852 3907 3913 or by email:bchan@morganmckinley.com.hk. Data provided is for recruitment purposes only. Only short listed candidates will be notified.