Position Details

Assistant Manager, Customer Services (PB RM Assistant)
Post Date 17/07/2024
Division Wealth Management
Department/Branch Private Banking
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Reporting to Team Head, you will be responsible for identifying, originating and developing client relationships with bankers to understand clients’ objectives and to cross sell products.

 

Responsibilities

  • Support Team Head & Relationship Managers
  • Maintain communications with clients to assess needs and risk profile, and help deepen clients’ relationship with bankers
  • Participate in client meetings with Relationship Managers to acquire relationship management techniques
  • Participate in defining target market, analysis of client needs and development of marketing and product enhancement strategies
  • Prepare transaction documentation for credit approvals within internal cut-off time
  • Gather research and information from a wide range of sources upon which to base the investment decisions
  • Assist Relationship Managers to monitor the progress of investments and portfolio structure and provide reporting upon Relationship Managers request within the timeline
  • Open accounts, prepare follow up documentation and general instructions within the timeline set by Relationship Managers or by reference to internal standard
  • Process credit approvals, investment and deposit transactions in a timely manner, and act as intermediary between clients and operations
  • Provide clients and Relationship Managers updated market information or on request and within the timeline set by Relationship Managers
  • Attend client meetings to record minutes and produce meeting summaries for client files and its maintenance
  • May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instruction

 

To meet the challenge, you should have the following qualifications and attributes:

  • Degree holder
  • Minimum 4-5 years of banking experience
  • Experience for servicing high net worth customers is a must
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good knowledge in financial and banking products
  • Excellent interpersonal and communication skills
  • Proactive, eager to learn and hardworking
  • Good command of written and spoken English and Chinese


Please note that only shortlisted candidates will be notified.

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