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Customer Services Assistant Manager (RM Assistant) - Private Banking

Conners Consulting Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-03-24
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Private Banking  Others  Customer Service - Manager  

Job Description

Our client, a well-known bank in Hong Kong, is looking for a high caliber to join the group.

 

Responsibilities

  • To support Relationship Managers including Senior Relationship Managers or Team Head
  • To maintain communications with clients to assess needs and risk profile, and help deepen client relationship with bankers
  • To participate in client meetings with Relationship Managers to acquire relationship management techniques
  • To participate in defining target market, analysis of client needs and development of marketing and product enhancement strategies
  • To prepare transaction documentation for credit approvals within internal cut-off time
  • Gather research and information from a wide range of sources upon which to base the investment decisions
  • To assist Relationship Managers to monitor the progress of investments and portfolio structure and provide reporting upon Relationship Managers request within the timeline
  • Open accounts, prepare follow up documentation and general instructions within the timeline set by Relationship Managers or by reference to internal standard
  • To process credit approvals, investment and deposit transactions in a timely manner, and act as intermediary between clients and operations
  • Provide clients and Relationship Managers updated market information or on request and within the timeline set by Relationship Managers
  • Attend client meetings to record minutes and produce meeting summaries for client files and its maintenance
  • May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instruction

 

Requirements

  • Post secondary education with 3 years of banking experience
  • Experience for servicing high net worth customers is a must
  • Professional licensing qualifications per local regulatory bodies requirement
  • Good knowledge in financial and banking products
  • Excellent interpersonal and communication skills
  • Good command of written and spoken English and Chinese

 

 

To apply, please send your detailed resume or contact Carmen 3955 1358 for a confidential discussion.

Only shortlisted candidates will be notified.

All data collected will be used for recruitment purpose only & will be used strictly confidential.

 

 

Conners Consulting Limited

2005 Kai Tak Commercial Building 317 Des Voeux Road Central Hong Kong

Tel: (852) 3996 8090   Website: www.connersconsulting.com

 

 

Company Info

About Conners

Found in 2010 by a group of professionals with wide range of networks and extensive experience in the field. We are focus on searching talent for Banking, Finance & Insurance clients in the region. We are operating by a team of sector experts to providing clients with high quality professional recruitment services. We source and select the best talent for our clients, build up trust and match most suitable job for candidates, create long term relationship with both of our clients and candidates.

Website: http://www.connersconsulting.com

Employment Agency Licence No.: 63811

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