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Posted on 2023-02-02
Senior Officer to Deputy Manager, Client Relationship, Private Banking Department
Job MatcherJob Responsibilities
- Assist Relationship Managers in daily operations
- Acting as a focal point for contact for clients and as a secondary account manager for Relationship Managers
- Support Relationship Managers in executing and documenting transactions
- Open accounts, prepare documentation and general instructions
- Process credit approvals, investment and deposit transactions
- Execute client instructions
- Ensure all transactions comply with bank policies and legal requirements
- As a key contact for clients’ general enquiries on a daily operational basis
Job Requirements
- University graduate
- 3-5 years of banking experience or relevant working experience
- Good knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage
- Qualifications in IIQE and HKSI is a must and CPWP is an advantage
- Good PC skills (Microsoft Word, Excel & PowerPoint )
- Good command of written and spoken English & Chinese (including Putonghua)
Skills
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