Job Description

Job Advert Details · People responsibility: N · Report to: VP Client Service · Job content: - Acting as primary point of contact for high net worth individual clients externally and clients internally for flow transactional banking elements with the client base - Supports Relationship Managers to deepen high net worth individual client relationships and improve income generation through focused business development activities - Provide support to ensure high net worth client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format - Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it - May be involved in the credit application process by ensuring that all credit applications meet deadlines - Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely, and ensures smooth co-ordination with processing departments on migrated processes - In liaison with back office and branch operations to complete daily routine - Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests Qualifications Bachelor degree with major of business related 5 years related experience working with financial institution Strong knowledge of investment products Self-starter, smart worker and detail oriented Good communication and interpersonal skills English ability in writing & speaking Prerequisite licenses requirements as following : 信託業業務人員(Trust Level 4) 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員 Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel (SPS) 金融市場常識與職業道德(Financial Sense and Ethics) 外匯業務經辦及覆核人員Foreign exchange business handling and review staff (BIBP) will be required within 3 months after taking the role GPAD covered