Assistant Private Banker | Wealth Management

  • 480,000 per annum
  • Hong Kong
  • Permanent, Full time
  • CERTUS GLOBAL NETWORK LIMITED
  • 06 Dec 18

An international financial institution is seeking an associate with FS background preferably in Private Banking/Wealth Management to join its team as the Assistant Private Banker. The jobholder will assist the team on all sales and client administration initiatives in development and expansion of the company's presence in Hong Kong.

Responsibilities

  • Assist and support the sales team to establish, develop, and maintain business relationships with key clients
  • Handle account opening, documentation, and monitoring activities by reviewing daily reports
  • Collect and prepare documents for account opening/KYC/Risk profiling
  • Investigate and resolve complaints/inquiries, escalate issue to management team when necessary
  • Adhere to operating procedures and ensure company policy/requirements are followed

Requirements

  • 3+ years' experience in private bank / institutional investment / asset management
  • Degree holder in finance or related disciplines
  • HKSI 1 / 7 / 8 or equivalent is an advantage
  • Strong business acumen
  • Excellent communicator in English, Cantonese and Mandarin
  • Self-driven, passionate, goal oriented