Job ref no.: CT3114389-01#9481

Sales Assistant / Client Service Officer (Private Bank)

Spidernet Recruitment Services

Benefits
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Housing allowance
  • Insurance plan
  • Medical plan
  • Paid overtime
  • K + 2 more

 Requirement          

  • Degree holder with fluent spoken English and Mandarin
  • 2-3 yrs Sales Assistant experience in Private Bank / Wealth Management / Securities Brokerage to serve High Net Worth Clients
  • Strong investment product knowledge / advisory Service / account opening 
  • Knowledge in Risk management / Legal & Regulatory in an advantage 

Job Purpose

To provide Sales and administrative services to clients and Relationship Manager in relation to client onboarding, investments and transactions by coordinating between the relevant support and operations functions 

Responsibilities 

  • Handle administrative work for Relationship Managers and liaise with relevant departments to execute transactions
  • Answer queries from RMs on transactional activity, operations, systems and resolve successfully
  • Assist RMs in marketing and executing investment products
  • Assist RMs in monitoring clients'position
  • Handle all client documents and reporting comply with internal process standards
  • Highlight suspicious activities/behavior of clients and staff e.g. account irregularities .Attend all Private Bank Compliance and other training
  • To alert and assist RMs in marketing investment products whenever appropriate
  • To play a significant role in minimizing operational losses Handle clients' enquiries /needs and assist in servicing their requirement
  • Understand the Bank's CDD/AML framework.
  •  Highlight any suspicious transactions to RM's,team leader's and Compliance.
  • Assist RMs inpreparing information /documentation for COD submission
  • To establish good rappor twith clients and service their needs effectively and on a timely basis
  • To input the dealine to the systems or raise appropriate dealtickets and complete the tasat high efficiency, high accuracy,fast speed and minimal errors
  • Raise standards of service by proactively providing relevant information to CAs especiallaccount investigations
  • Support for RMs when they are away from office
  • Able to update the spreadsheet of the clients'positions

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More job information
Job ref no. CT3114389-01#9481
Salary
  • N/A
Job Function
Industry
Location
  • Central
Employment Term
  • Permanent
  • Full-time
Experience
  • 2 years - 7 years
Career Level
  • Entry level
Education
  • Degree