Our clients are the Wealth Management divisions of leading global banking groups. To cope with their business expansion, they are now inviting highly professional calibers to join the team in Hong Kong.

Marketing Associate / Assistant Relationship Manager

Private Bank

Responsibilities:

• Working closely with the Relationship Manager to quickly and accurately process trade transactions within cut off times and following up on orders placed with other booking centres to ensure everything is in order.
• Working closely with RM to ensure availability of funds prior to transaction processing and signature / instruction verification procedures are followed without fail.
• Booking with clients and dealers, settlements as well as inputting the transactions
• Sort and review daily reports for RM's verification, assist in preparation of anti- money laundering reports and account review 
• Closely monitor upcoming action e.g. maturing bonds, corporate actions etc and filling in order
• Liaise with settlement to ensure clients instructions are carried out, and to rectify any operational discrepancies if necessary and advise clients on completion.
• Stick to all compliance, operational and due diligence requirements.
• Comply entirely with company code of conduct and best ethical practices whilst maintaining strict confidentiality.
• Handle incoming enquiries from clients and periodic calculation of account performance
• Assist in credit Applications: new and renewals and prepare credit proposals
• Work with RM to ensure the Account opening documentation is prepared and completed correctly, verified and submitted for approval to local booking centre and to other booking centres.
• Prepare  ad hoc reports and send out various promotion items to clients on request 

Requirements:

• Degree Holder in Finance, Business or related discipline
• SFC/HKMA Type 1 holder is a must , Type 4 is an advantage
• Minimum 8 years' of experience in Private Bank Sales Assistant
• Proficient English, Cantonese and Mandarin 
• Hands on experience of KYC and account opening procedures
• Strong knowledge on MS Office operating and Finance system : Bloomberg, Reuters
• Excellent interpersonal and communication skills, organisational skills, timeliness and accuracy and a positive attitude to work

Please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking “APPLY NOW”

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All information provided will be used for recruitment purpose only.

Asia Progress is a well-established and reputable boutique talent acquisition agency specialising in the Banking & Finance industry. We firmly believed in providing exclusive and bespoke talent search to our clients and career advice to our candidates. 

Equipped with solid experience in recruiting for all levels, we have successfully developed an established and renowned practice. Our reputable network in the Banking & Finance industry is what makes us stand out from our competitors and enables us to remain competitive yet at the same time providing professional talent search and career advice.

For enquiries and contact details, please visit: www.asiaprogress.com.