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Assistant Relationship Manager – Private Banking

Eagle Consultants Ltd

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2018-07-31
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Permanent
  • Job Function:Investment  Private Banking  Wealth Management  

Job Description

Responsibilities:

  • Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients
  • Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner
  • Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required
  • Proactively monitor clients' account status and report for any irregularities
  • Act as a key contact, both external and internal, for clients' daily operational enquiries
  • Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements

Requirements:

  • University degree with minimum 2 to 3 years relevant banking experience, private banking experience will be an advantage
  • Investment product knowledge and experience
  • Good communication and interpersonal skills
  • Customer-focused, self-motivated, and meticulous
  • Able to work under pressure
  • Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications
  • Proficiency in written and spoken English and Chinese, ability to speak Mandarin will be an advantage
  • License Person of Type 1 and 4 under HKMA/SFC

 

Interested parties please send your detail resume in MS WORD format with current and expected salary through “APPLY NOW”

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

Only shortlisted candidates will be notified

 

Company Info

Founded in 2002, Eagle Consultants Ltd. is specializing in executive search and general recruitment of high quality candidates. Our business coverage includes banking and finance, consumer products retail and wholesale sectors and IT related functions of various industries. 

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