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, Read more […]
August 28, 2011
• Tags: Coverage for Maturity Leave) recruitment, Private Banker Assistant (Urgent, Private Banking, Wealth Management careers in the Hong Kong SAR • Posted in: Financial • Comments Off on Private Banker Assistant (Urgent, Coverage for Maturity Leave) recruitment