Private Banker Assistant (Urgent, Coverage for Maturity Leave) recruitment
Responsibilities:
• Accepting and placing orders upon RM and /or client request
• Responding to client inquiries on account documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
• Research and initiate corrections to transaction and/or account errors
• Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
• Initiating client contact via phone/meetings as needed to support RMs
• Handling any documentation, presentation preparation, mailings, as required
• Review client portfolios for all updates
• May provide marketing support for RM(s), perform limited business prospecting activities, including client/prospect communication, and seminar activities
Requirements:
• Degree holder with relevant Private Banking working experience
• Passed HKSI paper 1,7,8
• Strong communication interpersonal skills
• Fluent in Mandarin, English and Cantonese, both oral and written
To apply please click on the 'Apply online' button below or enter 23514/JSIU in the Keyword section of jobsearch.hk.hudson.com or contact Jennifer Siu on +852 2919 6245 for a confidential discussion. Alternatively, email your resume to hkresume@hudson.com quoting efinancialcareers - 23514/JSIU in the subject field. Interested parties are required to supply their valid HK ID No. or Passport No. (for overseas applicants).
Your interest will be treated in strict confidence and only shortlisted candidates will be notified.
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