刊登於 18日前
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
- 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
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類近好工
資產管理顧問 (Full-time / Part-time) (HK$20,000 - HK$50,000)
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