Hong Kong [Change Country] Hong Kong JobsHong Kong Banking / Finance JobsHong Kong Private Banking Jobs Employers / Post Job
[ Log On ]

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:2020-04-04
  • 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

Apply
Position Company Location Update
Subscribe job alert by email:
Email marketing by Spread