Client Services Specialist, Private Banking (Greater China Team) recruitment
The Client Service Team is currently seeking a dynamic and dedicated professional to join their team, the team is responsible to provide support to bankers and investors, as well as managing the day-to-day administration and servicing for client accounts.
Job Responsibilities
- Acts as a primary contact with external clients for day to day account administration and servicing
- Provides proactive personalized service including transaction processing/execution of cash products, assist client on cash flow management, inquiries, investigation handling, and account monitoring
- Opens new accounts as instructed by clients, ensuring all necessary documentation is requested, received and approved for operations
- Assist bankers in arranging credit facility for client
- Assists bankers in preparation for client meetings and marketing trips and preparation of marketing materials to new clients, and post-meeting follow-up including execution of client instructions, preparation of product proposals and account opening
Skills
- At least 5 years of solid client service / banker's support experience from Private Bank, and with solid Taiwanese / Mainland Chinese clients' handling experiences
- Good oral and written communication skills (Cantonese, English and Mandarin); capable of dealing with clients independently and able to understand client inquiries and problems; possess judgment and discretion in working with highly confidential information
- Good interpersonal skills to service and maintain clients and bankers relationship
- Knowledge of all relevant systems and software packages including e-mail, lotus notes, Excel, and other information sources
- Understanding of all control standards, particularly those related to money transfers, securities settlement, hold mail, credit and other transactional services
- Good working knowledge of all private banking products and the relevant operational aspects of private banking cash products such as money transfers, loans, time deposits, funds, etc. ; understanding of the documentation and securities settlement requirements
- Adaptable and able to work in a demanding and unpredictable environment, detail-oriented and results-focused
June 21, 2011
• Tags: Client Services Specialist, Private Banking, Private Banking (Greater China Team) recruitment, Wealth Management careers in the Hong Kong SAR • Posted in: Financial