Client Services Manager / Sales Support / Associate / RM Assistant - Private Banking 40K - 48K
Job Master Consultant Limited
- Company Industries:Human Resources Management / Consultancy
Job Information
- Post Date:2020-03-27
- Career Level:Middle
- Location:Not Specified
- Yr(s) of Exp:2 years
- Qualification:Degree
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Private Banking
Job Description
Our client is international private bank and they are seeking the right candidates for the position of Client Servicing Manager to join their team.
Responsibilities
- Provide comprehensive client support services to Team Leader / RMs in executing a broad range of investment transactions for Private Banking clients
- Handle and resolve day-to-day queries from clients, TL or RMs on transactional activity, operations, systems, account re-balancing processes etc.
- Support TL/RMs to complete sales documentation and related processes (e.g. client profiling / KYC diligence)
- Assist TL/RMs in preparing Business Credit Application, financial review documentation and other customer correspondence as and when required
- Support TL/RMs in attending to and follow-up on customer service issues with clients and internal departments
- Ensure full awareness of and adherence to the policy and procedures e.g. credit policy and operation procedures
- To comply with all applicable money laundering prevention procedures and, in particular, highlight suspicious activities/behavior of clients and staff e.g. account irregularities and alert TL/RM of the suspicious transactions on a timely basis
Requirements
- 3+ years solid experience in sales or sales assistant role in private banking sector
- Good knowledge of investments, banking products, operational procedures and systems
- Customer-oriented, organized and efficient
- Passed in the HKSI 1, 7 & 8 and /or Type 1 and 4 under HKMA / SFC
- Fluency in English, Cantonese and Mandarin
Interested candidates, please kindly email us (info @ jobmaster.com.hk) or contact Miss Cheung at 3580 8580 for a confidential discussion.
Company Info
Job Master Consultant is a consultancy firm established
and managed by seasoned Human Resources professionals. We specialize in search and selection of executives in the IT, Banking and Finance industries.
Contact
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