Our clients are European brand Private Banks. To cope with their business expansion, they are now inviting highly professional calibers to join the team in Hong Kong.

Assistant Relationship Manager / Marketing Associate,  Private Banking

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
• 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. 

Requirements:

• Degree Holder in Finance, Business or related discipline
• SFC/HKMA Type 1 holder is a must , Type 4 is an advantage
• Minimum 5 years' of experience in Private Bank Sales Assistant position
• Fluent in English and Chinese (including Mandarin)
• Hands on experience of KYC and account opening procedures
• Strong knowledge on Private Bank products 
• 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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