Private Bank Client Service ($20-40K) recruitment
The Company
Our client is a private bank who looks to strengthen their client servicing team and have a new position for a Client Servicing Associate. This is a great opportunity for a business minded individual to assume responsibility for the day-to-day servicing of their high net worth.
The Role
As a client service manager, you will responsible for:
- Helping the RMs in day-to-day servicing of client requirements
- Staying updated on product knowledge to facilitate transmission of information to clients
- Helping the RMs in opening new client accounts, by preparing all documents, filling in application forms
- Helping clients and RMs seek additional facilities, credit lines, etc., in documentation and procedures
- Assisting the RMs in maintaining communication with clients, drafting letter, etc.
- Following up with RMs and clients on all compliance and documentation related issues
- Monitoring the cash position of client accounts to ensure that adequate liquidity is available to meeting pending liabilities
Your Profile
- To be a successful candidate you will have the following skills:
- At least 3- 7 years working experience in Banking/Financial industry including 2 years working in Private Banking sector
- Excellent communication and presentation skill
- Strong ability to multitask with speed and accuracy
- Fluent English and Mandarin are essential
- Degree holder
To Apply
Send your resume (in WORD format) by clicking the apply button now. Please note that only short-listed candidates will be contacted.
August 6, 2012
• Tags: Private Bank Client Service ($20-40K) recruitment, Private Banking, Wealth Management careers in the Hong Kong SAR • Posted in: Financial