Perform account opening, documentation, order placing, account maintenance, credit facility and periodical review
Top tier global bank
Managed existing relationships and cultivating new prospective clients, with individuals and family offices for Relationship Managers
Maintained an active investment dialogue for multi-asset portfolios
Handled and oversaw the entire client onboarding process from due diligence and KYC, to account set up and opening
Managed the end-to-end process of trade execution and after-sales support, including the booking and settlement of assets
Involved in the ongoing monitoring and review of portfolio performance and risk management for client portfolios
Acted as the first point of contact for account administrative, maintenance and management requests and enquiries
Worked closely with internal stakeholders to ensure all risk and regulatory frameworks are adhered to
Proven track record of client servicing experience within Private Banking Wealth Management, in a similar capacity or a University degree with a specialization in Banking/Finance.
Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions.
Excellent presentation and interpersonal skills, you are able to listen, guide and advise external and also internal partners.
Excellent client- and service-orientation when interacting with sophisticated entrepreneurs and leaders.
Result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit.
Competitive Salary Package
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Ken Yu on +852 3412 4813