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Relationship Manager Assistant, Client Relationship, Private Banking Department

Posting Date:  May 28, 2023

Hong Kong, HK

Employment Status:  Permanent
Department:  Private Banking Department
Job Description: 

Job Responsibilities

  • Assist Relationship Managers in daily operations
  • Acting as a focal point for contact for clients and as a secondary account manager for Relationship Managers
  • Support Relationship Managers in executing and documenting transactions
  • Open accounts, prepare documentation and general instructions
  • Process credit approvals, investment and deposit transactions
  • Execute client instructions
  • Ensure all transactions comply with bank policies and legal requirements
  • As a key contact for clients’ general enquiries on a daily operational basis

Job Requirements

  • University graduate
  • 3-5 years of banking experience or relevant working experience
  • Good knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage
  • Qualifications in IIQE and HKSI is a must and CPWP is an advantage
  • Good PC skills (Microsoft Word, Excel & PowerPoint )
  • Good command of written and spoken English & Chinese (including Putonghua)