Operation (VP/Director) -
3 days ago
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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