about the company.Our client is a renowned regional bank, providing a wide range of financial products to High Net Worth Clients in Hong Kong. Due to its steady business growth, an Assistant Relationship Manager is needed to join their Private Bank segment. about the team. You will enjoy strong support from leadership and middle / back office. You will work closely with the sales team to drive revenues. about the job.
-You will support Relationship Managers in attending to and follow-up on customer service issues with clients and internal departments
-You will execute a broad range of banking and investment transactions for Ultra HNW clients.
-You will work closely with internal departments on the client on-boarding processes in terms of KYC, Due Diligence etc.skills & experiences required. Your previous sales support experience acquired from Private Banks or wealth management groups will bring you closer to success to the position.
Solid experience in building customer relationships is an advantage.
You will have 3+ years of solid experience in client facing, sales support, client profiling, KYC diligence and other sales documentation.
You will be proficient in English, Cantonese and Mandarin. You are a well-structured individual with a keen sense to achieve sales targets.
You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3 (Candidate with IIQE 5 would be an advantage).
If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email firstname.lastname@example.org