Posted on 2021-09-28

Sales Assistant / Client Service Officer (Private Bank)

Spidernet Recruitment Services



  • Degree holder with fluent spoken English and Mandarin
  • 3 yrs Sales Assistant / RM Assistant experience in Private Bank / Wealth Management 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



  • Handle administrative work for Relationship Managers and liaise with relevant departments to execute transactions
  • Answer queries from RMs on transactional activity, operations, systems and res o lve su c cessfully
  • 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  i rregularities . Att e nd all Private Bank Complia n ce 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' enquir i es  / needs  and assi s t in s e rvicing their requirement
  • Understand the Bank's CDD/AML framework.
  •   Highlight any suspicious transactions to RM's,team leader's and Complian c e .
  • Assist RMs in preparing information /documentation for COD submission
  • To establish good rapport with clients and service their needs effectively and on a timely ba s is
  • To input the deadline to the systems or raise appropriate deal tickets and c o mplete the tas at h i gh  efficienc y,  hi g h accuracy,fast speed and minimal errors
  • Support for RMs when they are away from office
  • Able to update the spreadsheet of the clients'positions

Attractive remuneration and fringe benefits will be offered to the successful candidate.

Interested candidates should apply with detailed resume, present and expected salaries by clicking the Apply Now button.


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More job information
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 3 years
Career Level
  • Middle management level
  • Degree
  • 5-day week
  • Dental plan
  • Education subsidies
  • Housing allowance
  • Insurance plan