Private Banker Assistant
Morgan McKinley Hong Kong
Hong Kong, Hong Kong
15天前
source : eFinancialCareers Ltd.

Responsibilities

  • Assist the private bankers in making appointments with customers, handling customers' transaction instructions and post-
  • sales follow-ups, providing clerical and back-end support

  • Handle account opening, documentation, and monitoring activities by reviewing daily reports
  • Collect and prepare documents for account opening / KYC / Risk profiling
  • Investigate and resolve complaints / inquiries, escalate issue to management team when necessary
  • Adhere to operating procedures and ensure company policy / requirements are followed
  • Other ad hoc duties
  • Requirements

  • 3 - 5 years of relationship management experience in private bank
  • Degree holder in business, finance, economics or equivalent
  • HKSI 1 / 7 / 8 or equivalent is an advantage
  • Fluent in English, Cantonese and Mandarin
  • Excellent communication and interpersonal skills; high level of integrity, self-motivated
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