Client Servicing Manager - Private Banking Department

Responsibilities:

• Partner with Relationship Manager in offering professional advice to meet the investment needs and goals of customers
• Assist Relationship Manager in conducting Private Banking business acquisition and marketing activities
• Execute investment product transactions for customers
• Review any suspicious transaction and regularly conduct appropriate "Customer Due Diligence” and “Know Your Customers”
• Assist Private Banking Department in handling daily operations

Requirements:

• University graduate, preferably major in Business Administration, Accounting, Finance or Economics
• Minimum 2 years’ solid experience in handling banking clients
• Qualified for registration as a Securities Intermediary (Relevant Individual) of the Bank
• Familiar with banking operations and related policies, legal and regulatory requirements
• Strong analytical skills and solid track record in developing relationships with clients
• Excellent communication, interpersonal skills with strong written and spoken in English and Chinese