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Job ref no.: 4212484/001_1626946400 (CT3130802-01#0372)
Michael Page

Assistant Relationship Manager - Private Banking

Michael Page

About this company

Perform account opening, documentation, order placing, account maintenance, credit facility and periodical review

客户简介

Top tier global bank

工作内容

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

理想的求职者

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.

福利待遇

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

More job information
Job ref no. 4212484/001_1626946400 (CT3130802-01#0372)
Job Function
Industry
Location
  • Central
Employment Term
  • Permanent
  • Full-time
Experience
  • 0 year
Career Level
  • Non-management level
Education
  • Degree
Benefits
  • 5-day week