Responsibilities
- Assist Relationship manager to support their Greater China Markets/portfolio of clients;
- Provide investments market updates and execution of a variety of investment products;
- Respond to all clients’ enquiries and instructions, follow up on client issues and requests;
- Understand the risk profile of the clients. Act as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc; and
- Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data, scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials, collecting and preparing product and marketing materials etc.
Requirements
- Bachelor degree in Finance or related field;
- Minimum 5 years related client service experience in private banking;
- Hands on experience in investment order taking and execution;
- Analytic, meticulous, sensitive to details and odds;
- Excellent communication and customer service skills;
- Possess of regulatory license is required. (HKSI Licensing Examination Paper 1, 7 & 8); and
- Effective communication and computer skills