ResponsibilitiesDevelop and manage a portfolio of private banking clients and acquire new HNW clients;Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking & wealth management product;Offer suitable wealth management products/services to perform investment portfolio analysis aligning with the customers’ profile, promote and explain the products & their associated risks;Maintain reg
ResponsibilitiesDevelop and manage a portfolio of private banking clients and acquire new HNW clients;Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking & wealth management product;Offer suitable wealth management products/services to perform investment portfolio analysis aligning with the customers’ profile, promote and explain the products & their associated risks;Maintain reg
ResponsibilitiesAssist RM in terms of client opening, checking all document and liaise with CS and Compliance as regard to client’s document;Provide complete service support to client, including placing trades and solving complex clients inquires;Assist RM to receive client’s investment orders by identify client identification, client’s signature, voice log on relevant client’s instructions including money transfer;Provide daily support to RM on documentat
ResponsibilitiesAssist RM in terms of client opening, checking all document and liaise with CS and Compliance as regard to client’s document;Provide complete service support to client, including placing trades and solving complex clients inquires;Assist RM to receive client’s investment orders by identify client identification, client’s signature, voice log on relevant client’s instructions including money transfer;Provide daily support to RM on documentat
ResponsibilitiesClient ServicingAssist Relationship Managers in providing excellent service to private banking clients.Act as a point of contact for clients, addressing their inquiries and requests promptly and professionally.Maintain accurate client records and ensure compliance with regulatory requirements. Trade ExecutionWork closely with Relationship Managers and the trading desk to execute client trades efficiently and accurately.Monitor trade settle
ResponsibilitiesClient ServicingAssist Relationship Managers in providing excellent service to private banking clients.Act as a point of contact for clients, addressing their inquiries and requests promptly and professionally.Maintain accurate client records and ensure compliance with regulatory requirements. Trade ExecutionWork closely with Relationship Managers and the trading desk to execute client trades efficiently and accurately.Monitor trade settle
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