Financial Services Manager, Private Banking Specialist
1 month ago
The ideal candidate will have a strong background in private banking and be able to provide exceptional support to our relationship managers. Key responsibilities include receiving investment instructions from clients, transmitting these for execution, and ensuring high service quality at all times.
Key Responsibilities- Support Private Banking Relationship Managers in their daily activities
- Receive investment instructions from clients and ensure timely execution
- Assist in opening accounts for clients and conducting KYC (Know Your Customer) processes
- Prepare credit applications for clients and assist in the administrative follow-up
- Liaise with internal and external parties to fulfill client requests and resolve any queries
- Prepare internal reports for senior management on ad-hoc and regular basis
- Degree holder or above with a major in Finance or related discipline
- At least 6 years of solid working experience in serving personal banking clients, with at least 3 years in private banking
- Familiarity with investment products in the private banking field is essential
- Excellent interpersonal skills, including effective communication, influencing, and supervising
- Able to analyze situations, prioritize tasks, and implement processes effectively
- Strong character and ability to work under stress
- Good command of both verbal and written English and Chinese
We offer an attractive compensation package, including a competitive salary of around HK$80,000 - HK$120,000 per annum, depending on experience. This includes a basic salary, bonuses, and benefits such as medical insurance, retirement plan, and paid annual leave.
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