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

Relationship Manager Assistant, Client Relationship, Private Banking Department

Job Information

  • Post Date:2024-08-15
  • Location:Central
  • Employment Type:Full time
  • Others:Private Banking
    Relationship Manager Assistant
    Wealth Management Product
  • Job Function:Corporate  Finance  Investment  Banking  

Job Description

Job Responsibilities
  • Assist Relationship Managers in daily operations
  • Acting as a focal point for contact for clients and as a secondary account manager for Relationship Managers
  • Support Relationship Managers in executing and documenting transactions
  • Open accounts, prepare documentation and general instructions
  • Process credit approvals, investment and deposit transactions
  • Execute client instructions
  • Ensure all transactions comply with bank policies and legal requirements
  • As a key contact for clients’ general enquiries on a daily operational basis
Job Requirements
  • University graduate
  • 1-3 years of banking experience or relevant working experience
  • Good knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage
  • Qualifications in IIQE and HKSI is a must and CPWP is an advantage
  • Good PC skills (Microsoft Word, Excel & PowerPoint )
  • Good command of written and spoken English & Chinese (including Putonghua)

 

Company Info

Industrial and Commercial Bank of China (Asia) Limited

Contact

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