Japanese speaking Client Relationship Officer /Historical Private Bank
Kelly Services Hong Kong Limited
- Company Industries:Information Technology
Job Information
- Post Date:2019-05-06
- Career Level:Middle
- Location:Central
- Yr(s) of Exp:3 years
- Qualification:Degree
- Salary:Salary provided
- Employment Type:Full Time
- Job Function:Private Banking
- Benefits:Dental insurance, Five-day work week, Medical insurance, Performance bonus
Job Description
歴史のあるプライベートバンクから日本語スピーカーの募集です。香港での金融ライセンス必須。
An exciting opportunity to a Switzerland Private bank in Hong Kong. This position will handle supporting Private Banker in the Japan team to provide excellent service. Your experience in banking services and Japanese skill is definitely asset for this position.
Company Profile
資産運用サービスを手掛ける老舗プライベートバンク。資産運用と資産管理に特化した名門銀行です
Exciting new role for you
ジャパンデスクにてプライベートバンカーのサポートとしてプロフェッショナルサービスの提供に従事していただきます。
- 顧客の口座・預金の管理
- 顧客またはポートフォリオマネジャー・プライベートバンカーからの証券売買注文の執行
- 本社および運用チームとの連携
- 口座開設・閉鎖に伴う書類等の準備
- ポートフォリオマネジャー・プライベントバンカーへの書類準備等のサポートタスク
- その他、ミーティングアレンジメントや出張手配など
- Manage daily cash positions for client's account, fiduciary deposits
- Execute money transfer, security buy/sell orders from clients or portfolio manager / private bankers
- Liaise with head office and operations team for all administrative issues
- Keep client's file up to-date with relevant correspondence and meeting reports
- Prepare account openings or closures, and ensure completion of documentation requirements
- Prepare relevant file and account report for portfolio manager / private banker prior to meeting with clients
- Assist the private banker in liaising and providing service to clients
- Assist the team members with ad-hoc requests
- Administrative support e.g. Meeting arrangement, business trip arrangement and preparation
Requirement
- ビジネスレベルの日本語(読み書き含む)と、流暢な英語力
- 3年以上のプライベートバンキング・ウェルスマネジメント業界での就労経験
- 高いコミュニケーション能力・問題解決能力
- Avaloqシステムの知識がある方歓迎
- HKMA/SFC Type 1, Type 4保持者
- Business level of both spoken and written Japanese is a MUST; Proficient in English
- Type 1, Type 4 is must
- Bachelors Degree with at least 3 years' experience in a banking service role
- Good understanding of the impact of economic, monetary and corporate developments on market/company/sector
- Good communication and problem solving skills
- Strong knowledge of Avaloq is a plus
- Resumes in English & Japanese are required
Rewards
You will be working performing, and professional team utilize your professional supporting skills for Private bankers and passionate with great career progression. Attractive remuneration and package.
Action Now
Please contact Yuko Okamoto via direct line +852 2971 2526 for a confidential discussion about this role and other exciting opportunities.
Company Info
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