Private Banking Assistant
Pictet
Hong Kong
20天前

Responsibilities

CLIENT RELATIONSHIP AND ADMINISTRATION

  • Manage daily cash positions for client's account, fiduciary deposits
  • Execute money transfer, security buy / sell orders from clients or portfolio manager / private bankers
  • Liaise with head office and operations team for all administrative issues
  • Keep client's file up to-date with relevant correspondence and meeting reports
  • Prepare account openings or closures, and ensure completion of documentation requirements
  • Prepare relevant file and account report for portfolio manager / private banker prior to meeting with clients
  • Assist the private banker in liaising and providing service to clients
  • Assist the team members with ad-hoc requests
  • Administrative support e.g. Meeting arrangement, business trip arrangement and preparation
  • PROFILE

  • University degree or equivalent, preferably in Business Administration, Economics or Finance
  • Minimum 5 years of similar work experience
  • Proficient in English, Cantonese and Mandarin
  • Good understanding of the impact of economic, monetary and corporate developments on market / company / sector performance
  • Good communication and problem solving skills
  • Maturity and flexibility including ability to prioritise
  • Strong knowledge of Avaloq is a plus
  • REGULATORY

    Adheres to the Internal / HKMA / SFC Directives and Regulations at all times :

  • Complies with the Fit and Proper Guidelines issued by SFC and the regulatory guidelines and rules
  • Identifies and reports errors and misconduct to Compliance
  • Maintains a high degree of professional competency and awareness
  • REGULATORY QUALIFICATIONS (HKMA / SFC)

  • Type 1 (dealing in securities)
  • Type 4 (advising on securities)
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