Private Banking Assistant / Assistant Relationship Manager
Connexe Search Limited
- Company Industries:Banking
Job Information
- Post Date:2017-06-26
- Career Level:Middle
- Location:Not Specified
- Salary:Salary negotiable
- Employment Type:Full Time
- Job Function:Private Banking Financial Services Others
Job Description
Our client is a leading international private bank seeking a well organized individual to assist their private bankers & relationship managers. They are looking for high caliber individuals to join their private banking team in Hong Kong.
Responsibilities:
- Supporting Relationship Managers (RMs) to provide excellent service to ultra high net worth clients;
- Performing and executing a broad range of banking and investment transactions for Private Banking clients;
- Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc;
- Initiating account openings and closures and ensuring completion of documentation requirements;
- Complete sales documentation and related processes (e.g. client profiling / KYC diligence) and input such information together with deal information into data capture and / or transaction processing systems;
- Handle and ensure client document and reporting comply with internal process standards
Qualifications & Skills:
- Experience in servicing HNW segments and / or UHNW segments an advantage;
- Good knowledge of investment products (equities, bonds, ELI, ELN, mutual funds, structured products)
- Team player with excellent interpersonal and communication skills;
- Fluency in English, Cantonese and Mandarin
Company Info
Connexe Search is a Financial Executive Search firm that specializes in placing finance professionals within the investment banking and finance industry both in Hong Kong and across the Asia-Pacific region. Our clients remain a consistent group with whom we have established exclusive preferred supplier status and include: Bulge Bracket International Investment Banks, Top Tier Local Financial Institutions, Non-Bank Financial Institutions, Hedge Funds / Private Equity & Alternative Investment Vehicles.
Our success is directly attributable to a highly focused approach and a professional team providing innovative and creative recruitment solutions. In a period of rapid change and industry transformation, we handle the biggest risk in managing change: finding the right talent at the right time.
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