Assistant Relationship Manager, Global Private Bank (Retail Banking candidates are welcomed)
Wellesley Associates Limited
Hong Kong, Hong Kong
2天前

My client is a prominent private bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a senior professional to join their front line.

Duties :

  • Provide primary support to the relationship managers in their daily tasks, managing client relationship and deliver a wide range of private wealth management services to High Net Worth clients
  • Respond to client enquiries, monitor transactions and activities in client accounts
  • Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
  • Ensure full awareness of and adherence to the policy and procedures e.g. credit policy and operation procedures
  • Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
  • Requirements :

  • 3+ years of working experience in private banking sector
  • Solid experience in serving high net-worth clients
  • Strong understanding of private banking products and services, good knowledge of investments, operational procedures and systems
  • Excellent interpersonal, communication, work organisation and client interfacing skills
  • Customer-oriented and able to thrive in a fast-paced environment
  • Passed in the HKSI Licensing Examination Paper 1, 7 & 8 and / or License Person of Type 1 and 4 under HKMA / SFC
  • Strong language proficiency, verbal and written English and Chinese (both Cantonese and Mandarin) are essential
  • What you will get in return are the exposure at the bank that could bring your career to the next level, an ideal working environment and a competitive remuneration package will be offered to the successful incumbent.

    If you're interested in this role, forward an up-to-date copy of your CV to j.to wellesleys.com , or call directly on +852 2847 9957.

    If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.

    My client is a prominent private bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a senior professional to join their front line.

    Duties :

  • Provide primary support to the relationship managers in their daily tasks, managing client relationship and deliver a wide range of private wealth management services to High Net Worth clients
  • Respond to client enquiries, monitor transactions and activities in client accounts
  • Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
  • Ensure full awareness of and adherence to the policy and procedures e.g. credit policy and operation procedures
  • Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
  • Requirements :

  • 3+ years of working experience in private banking / personal banking sector
  • Solid experience in serving high net-worth clients
  • Strong understanding of private banking products and services, good knowledge of investments, operational procedures and systems
  • Excellent interpersonal, communication, work organisation and client interfacing skills
  • Customer-oriented and able to thrive in a fast-paced environment
  • Passed in the HKSI Licensing Examination Paper 1, 7 & 8 and / or License Person of Type 1 and 4 under HKMA / SFC
  • Strong language proficiency, verbal and written English and Chinese (both Cantonese and Mandarin) are essential
  • What you will get in return are the exposure at the bank that could bring your career to the next level, an ideal working environment and a competitive remuneration package will be offered to the successful incumbent.

    If you're interested in this role, forward an up-to-date copy of your CV to j.to wellesleys.com , or call directly on +852 2847 9957.

    If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.

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