Private Banking Officer
1 week ago
This is a challenging and rewarding role that requires exceptional customer service skills, strong communication abilities, and a passion for the banking industry.
We are looking for a highly motivated and organized individual to join our team as a Client Servicing Officer. As a key member of the Private Banking Department, you will be responsible for providing first-class customer service to our clients, which includes:
- Assisting Relationship Managers in account opening and maintenance, preparing credit proposals, amendments, and reviews.
- Taking clients' orders for securities investment and other banking products.
- Monitoring remittance, loans and deposits, and securities investment transactions pending for settlement upon value day.
To succeed in this role, you will need to possess excellent communication and interpersonal skills, a strong understanding of banking procedures and regulations, and the ability to work effectively in a team environment.
The ideal candidate will have a university degree, at least 3 years of relevant experience in banking (preferably private banking) and customer service, and passed the Hong Kong Securities Institute Licensing Examination or an Exempted/Qualified Securities Dealer. Relevant HKIB qualification would be an advantage.
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Private Banking Consultant
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Private Banking Leader
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Private Banking Specialist
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Executive Director Private Banking
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Private Banking Leader
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Private Banking Operations Specialist
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Private Banking Specialist
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Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAt Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...
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Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are looking for a seasoned Private Banker with 8-10+ years of experience in the industry. You will have a proven track record of leading teams, managing large portfolios, and delivering exceptional results.As a key leader in the organization, you will be responsible for driving growth, building relationships with high-net-worth clients, and developing...
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