Assistant Relationship Manager, Contract (Private Bank) recruitment
Job Responsibilities:
- To assist private bankers from the Hong Kong team, in servicing the ultra high net worth clients and external liaison with all private banking and non-private banking divisions.
- Attending to clients' instructions by phone, fax letter or in person.
- Assist in completing clients' evaluating form, account opening, credit application, facility letter and credit documentation.
- Handle any client inquiries and update bankers on any client issues arising.
- Ensure timely onward transmission of trade tickets to middle office for execution of trade.
- Work closely with Investment desk in placing trade orders.
- Service clients on fund transfer, foreign exchange deal, securities deals, loans etc. Handle clients' queries on bank charges, exchange rates, account cash flow etc.
- Prepare monthly and quarterly client reports, valuation report and monthly business review.
- Ensure proper documentation and compliance of all company policies and procedures.
Job Requirements:
- Degree in Banking and Finance, or related discipline.
- Minimum 5 years of solid relevant work experience in private banking industry as an ARM is a MUST.
- Good command of both spoken written English Chinese.
- Mature, good communication, interpersonal and client-facing skills pleasant personality.
- Proactive and a good team player with good problem solving skills.
- Fulfil SFC / HKMA license requirement.
*Immediate available or with short notice is highly preferred
Candidates not contacted within 4 weeks may consider their application for this role unsuccessful. Unless advised otherwise, unsuccessful candidates will be kept on file for future job opportunities. Your application may be forwarded to other international offices for recruitment purposes. Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance
May 3, 2012
• Tags: Assistant Relationship Manager, Contract (Private Bank) recruitment, Private Banking, Wealth Management careers in the Hong Kong SAR • Posted in: Financial