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Assistant Relationship Manager (Wealth Management)

Taipei Fubon Commercial Bank Co., Ltd

  • Company Industries:Banking

Job Information

  • Post Date:2022-10-19
  • Location:Tsim Sha Tsui
  • Yr(s) of Exp:2 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Credit Analysis / Approval  Private Banking  Wealth Management
  • Benefits:Double pay, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

Responsibilities:

  • Assist the Relationship Manager in handling clients' service with regards to wealth management business
  • Prepare account opening document, opening account for customer, and all correspondence between client and operation department
  • Deal with daily affairs of client deposit, investment, inquiries and all related operation requirements
  • Help with client’s insurance investment of document preparation and communication with insurance company or broker

Requirements:

  • University graduate in Banking / Finance or related discipline;
  • Minimum of 2 years' relevant experience in Banking / Financial services industry;
  • Proficient in written and spoken English and Chinese (fluent in Mandarin is preferred);
  • Good interpersonal and communication skills;
  • Immediately available or short notice is highly preferred.

Interested applicants please send your full resume with date of availability, current and expected salary in MS WORD format by clicking "Apply Now"

 Please note that failure to provide the required information will result in the Bank being unable to process your employment application.

 All information received will be used for recruitment purposes only.

Company Info

To cope with the growth of our Hong Kong Branch, we are looking for a high caliber personnel to fill the following position:

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