- ResponsibilitiesAssist Relationship manager to support their Greater China Markets/portfolio of clients;Provide investments market updates and execution of a variety of investment products;Respond to all clients’ enquiries and instructions, follow up on client issues and requests;Understand the risk profile of the clients. Act as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc; andProResponsibilitiesAssist Relationship manager to support their Greater China Markets/portfolio of clients;Provide investments market updates and execution of a variety of investment products;Respond to all clients’ enquiries and instructions, follow up on client issues and requests;Understand the risk profile of the clients. Act as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc; andPro
- Responsibilities:Handle & execute dealing orders from sales / clients;Provide administrative support to Relationship Managers;Handle clients’ enquiries and provide quality service support; and Assist in other ad hoc projects when required Requirements:SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management;Good command of both spoken and written English and Chinese including Mandarin;StrongResponsibilities:Handle & execute dealing orders from sales / clients;Provide administrative support to Relationship Managers;Handle clients’ enquiries and provide quality service support; and Assist in other ad hoc projects when required Requirements:SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management;Good command of both spoken and written English and Chinese including Mandarin;Strong
