Japanese Speaking Client Service Executive (Private Banking)
Kelly Services Hong Kong Limited
- Company Industries:Information Technology
Job Information
- Post Date:2020-04-03
- Career Level:Entry Level
- Location:Not Specified
- Yr(s) of Exp:3 years
- Qualification:Degree
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Private Banking
Job Description
Kelly’s Snapshot
歴史ある金融機関からの増員募集!日本/海外からの応募歓迎。
Welcome to apply from Japan, Hong Kong or any overseas!
Company Profile
国際的金融機関として、幅広い金融商品を世界で提供し続ける企業です
Our client is the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. Now they are seeking a high calibre professional to join their team as Client Service Executive.
Exciting new role for you
プライベートバンキング部署にて、日本人Senior Directorのアシスタント業務。日本語と英語力を最大限に発揮して円滑な顧客対応をサポートいただきます。金融取引の執行などのトレードアシスタント、システム入力、顧客対応、KYC関連業務。コンプライアンス関連情報の収集・手続きなど、幅広く対応いただきます。
This role will assist a Japanese Senior Director in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank.
- Provide support to the Marketing function and Representative Offices in delivering high quality client service to customer base
- Responsible for managing the processes associated with client transactions including new account openings, securities transactions, general account maintenance, customer account changes and account closings
- Maintain the highest standard of excellence in client service by attending to client enquiries and requests
- Explain operational matters to clients. Develop client awareness, understanding and ability to comply with our operational requirements
- Prompt and appropriate actions taken to address client feedback or complaints
- Manage the bank’s Know Your Customer Program and ensure that all client service related activities are fully in compliance with the processes and procedures contained within
- Provide support to the Offshore Representative Offices, receive, manage and log transaction instructions, answer calls from clients and provide guidance
Requirements
- 2~3年の金融業界就労経験
- 富裕層顧客に向けてのきめ細やかな対応ができる方
- 入社後SFC Paper 1 取得できる方
- 流ちょうな英語力と母国語レベルの日本語
- プライベートバンキング経験者なお可
- 香港にて長期的な就労が可能で、やる気のある方
- Minimum of Bachelor degree in business, finance, related field or equivalent experience
- Proven and progressive private banking or equivalent
- Proven customer service, communications, sales, mathematical, analytical, organizational and planning skills
- Good understanding of the major products or services available in the private banking industry
- Credit Skills, ideally obtained in an area dealing with High Net Worth individuals or Business Banking
- Technology Skills, knowledge of Microsoft Office Applications
- Excellent communication skills in English and Japanese
- A good team player with drive for success and achievement
Rewards
Discretionary bonus
5 days work
Annual Leave: 24 days/year
Medical insurance: Yes
Please click “Apply Now” and call Yuko OKAMOTO at +852 2971 2526 to have a confidential discussion about this role and other exciting opportunities with you.
Company Info
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