Job ref no.: CT3115413-01#8344

Client Services Officer/ Asst Relationship Manager,Private Banking ( must Private Bank) $30K-40K

Asia Progress Executive Limited

Our client is Private Banking  To cope with the rapid business expansion they are now inviting high caliber candidates to join the team 

Client Services Officer/ Asst Relationship Manager ,Private Banking/Wealthmanagement 

( must work in Private Banking ) $30K-40K  

Responsibilities:

  • Perform account opening and support RMs in completing KYC/ CDD review, credit application and related documentation;
  • Handle all client onboarding documents and reporting comply with related regulatory requirements and internal guidelines;
  • Provide administrative support to Team Leader / RMs and liaise with relevant departments to execute transactions;
  • Answer queries from RMs on transactional activities, operations, systems and resolve successfully;
  • Alert and assist Team Leaders / RMs in marketing investment products whenever appropriate;
  • To establish good rapport with clients and service their needs effectively and timely.

Requirements:

  • Degree holder preferably in Business Administration, Finance, Economics or Quantitative Finance;
  • With a minimum of 2-3 years of working experience in Client Services Officer / Assistant Relationship Manager in either Priority or Private Banking;
  • Sound knowledge in private banking operations and related legal and regulatory requirements;
  • Strong in client servicing with good communication skills;
  • Good command of English and Chinese, fluent in Mandarin is preferable;
  • Registered RI type 1 and type 4 is required. 

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More job information
Job ref no. CT3115413-01#8344
Salary
  • N/A
Job Function
Industry
Location
  • Central
  • Western District
Employment Term
  • Full-time
Experience
  • 2 years - 7 years
Career Level
  • Entry level
Education
  • Degree