- Support Private Bankers in providing administrative support and updated market information to clients
- Handle independently on clients’ enquiries, requests and instructions, and daily operations, such as collect documents for Account opening, maintain proper documentation such as KYC, filing, etc
- Work closely with internal departments in monitoring the entire trade processing, including system input, settlement arrangement, clients confirmation and remittance
- Degree holder or above with 3 years’ front line banking experience in Wealth Management
- Good understanding in financial industry and products
- Fluent in Putonghua and Cantonese
- Strong self-motivation and ability to work under pressure; Proven organizing skills with strong attention to details
Candidate with less experience will be considered as Assistant Relationship Manager (Private Banking Services)