Private Banking - ARM/ Associate Banker Private Banking - ARM/ Associate Banker …

Selby Jennings
in Hong Kong
Permanent, Full time
Last application, 19 Jan 21
Negotiable
Selby Jennings
in Hong Kong
Permanent, Full time
Last application, 19 Jan 21
Negotiable
The successful candidate will provide excellent wealth management services and support to firms clients' HNW/UHNW segments. This role requires working closely with the Private Banker by providing support on a daily basis, including KYC, Client On-boarding, Account opening & Trade placing.

Job Responsibility

  • Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
  • Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
  • Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
  • Proactively monitor clients' account status and report for any irregularities;
  • Act as a key contact, both external and internal, for clients' daily operational enquiries;
  • Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
  • Complete all mandatory training as required to attain and maintain proficiency;
  • To manage meetings and travel arrangements of RMs;
  • To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.

Key Requirements:

  • University degree with minimum 5 years relevant banking experience;
  • Private banking experience will be an advantage;
  • Investment product knowledge and experience;
  • Good communication and interpersonal skills;
  • Customer-focused, self-motivated, and meticulous;
  • Able to work under pressure;
  • Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications;
  • Proficiency in written and spoken English and Chinese, ability to speak Mandarin will be an advantage;
  • License Person of Type 1 and 4 under HKMA/SFC.

Interested candidates please send over your updated CV or call +852 3008 0358 to Claudia Lee for a confidential conversation.

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