Operation (VP/Director) -

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China DL Family Office Full time

Responsibilities

  • Provide sales and operation support for multi-family office business expansion and maintenance, including but not limited to wealth planning, private banking account opening, investment related support together with specialist.
  • Communicates with clarity and purpose both in written and verbal formats; able to distill complex and varied information into useful, insightful and concise recommendations
  • Capable of managing multiple tasks and deadlines with timely responses and resolutions
  • Conducting Customer Due Diligence (CDD) assessments for client onboarding and periodic review
  • Resolving any issues arising from the processes in a professional and efficient manner.
  • Utilize business acumen and industry knowledge to identify issues that impact service level and make recommendations to management
  • Update and gate-keep internal guidelines according to latest regulation and compliance requirement

Qualifications

  • 5 or more years of relevant client service executive/sales support/assistant relationship manager experience at AVP level
  • Working experience from the Private Banking or Wealth Management business is a must
  • Strong team player, also able to meet tight deadlines and multi-task
  • Self-motivated and goal orientated and a 'can do' personality, who is able to work in a high paced environment
  • Fluency (written and oral) in English, Cantonese and Chinese
  • Meticulous, methodical and concise, with a strong attention to detail
  • Relevant local licenses and qualifications


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