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
