Relationship Manager Assistant, Client Relationship, Private Banking Department

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)