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Job Title: Private Banker Assistant, International Private Banking (3 months contract)
Ref.#: 102702
Location: HongKong
Company Description:
Our client, a prime licensed bank in Hong Kong
Requirements and Application Details:

    - The role is quite administrative with some technical support on the client portfolio, reporting, account opening/KYC

    - Assist RMs within EAM in travel bookings and expenses claims

    - Answer clients?phone calls in a professional manner

    - Take care of queries from internal/ external parties Ø Assist relationship managers in preparing call reports

    - Assist relationship managers in account opening and onboading process

    - Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions

    - Assist RMs to prepare internal and external meetings materials

    - Appropriate understanding of client portfolio, background and investment needs

    - Coordinate and follow-up with invitees for marketing events

    - Organize clients meetings with RMs

    - Prepare documentations for client portfolio reviews and valuations

    - Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes

    - Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan

    - Receive orders and instructions directly from clients Ø For certain products types, quote prices to clients

    - Ensure pre-trade due diligence checks

    - Ensure orders are properly executed and proceeded including but not limited to proper voicelog, suitability & credit limit check

    - Capture executed deals in systems by cut-off time


    - Degree Holder

    - Minimum 2 years relevant experience

    - Client-focused with good communication skills

    - A team player with good initiative and team spirit

    - Good report writing skills

    - Familiar with Word Processing, Excel and PowerPoint

    - Familiar with Wealth Management systems

    - Must fulfill the fit and proper criteria of relevant regulators

    Please send your CV to Ms. Jackie WONG: jackie.wong and cc to [email protected]
Remark Field:
Publish Date: 2017-10-27