Relationship Manager Assistant, Client Relationship, Private Banking Department

Industrial and Commercial Bank of China (Asia) Limited

Job 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
1-3 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)

更多工作資料

薪酬	薪金面議
工種	銀行 ‧ 金融服務 - 私人銀行服務銀行 ‧ 金融服務 - 顧客服務 · 關係管理銀行 ‧ 金融服務 - 一般 · 其他
工作地點	中環
僱用形式	全職
教育程度	學士