Posted on 2022-12-05
Bank SinoPac 永豐銀行

Wealth Management Assistant

Bank SinoPac 永豐銀行

Job Responsibilities:

  • Provides support for Relationship Manager including order execution, business development, maintain quality relationship with clients and daily administrative tasks comprehensively
  • Data collection and maintain client record in a good manner
  • Handle the account opening process and assist Relationship Manager regarding account AML / annual review and transaction monitoring
  • Perform other duties as assigned

Job Requirements:

  • University graduate in Financial related disciplines
  • Several years of banking experience or RI Qualified is preferred
  • Experience in CDD / AML / Customer Service / Sales / SME ARM role
  • Qualified HKSI Paper 1, 7 and 8 are preferred
  • Detail-minded and result-oriented
  • Ability to work under pressure, with strong self-motivation
  • Proficiency in MS Office
  • Good command of both spoken and written English, Chinese and Mandarin

Apply Methods:

Interested parties please send your application letter & resume with salary expected to Human Resources Manager via the following channels.

  1. By email: [via CTgoodjobs Apply Now ]; or
  2. By fax: 2851-3163; or
  3. By post: Human Resources Manager, Bank SinoPac, 18/F, One Peking, 1 Peking Road, Tsim Sha Tsui, Kowloon.

Bank SinoPac is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. Personal data collected will be used strictly for recruitment purposes only.