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Private Bank - ARM (1 year contract)

Job Seekers Hong Kong SAR China Financial Services Front Office, Financial Services Operations Financial Services - Private Banking

Job Summary

  • Hong Kong Island
  • Permanent
  • BBBH762429
  • Aug 05, 2020
  • Competitive
Job Description

Private Bank - ARM (1 year contract)

Responsibilities

  • Provide tailored solutions and support to clients according to their investment profiles
  • Answer client enquiries and address client feedbacks
  • Perform KYC and due diligence to process account opening
  • Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards
  • Manage trade orders and execute a range of banking and investment transactions (e.g., equities, fixed income, FX etc)
  • Conduct pre-trade checks on product suitability and make relevant disclosures to clients

Requirements

  • Minimum 2 years of client service experience in wealth management or private banking industry
  • HKSI Paper 1 passed
  • Solid understanding of wealth management products, private banking operations and investment strategy for UHNW clients
  • Ability to multi-task and work efficiently in a fast-paced environment
  • Excellent interpersonal, communication and client service skills
  • Effective communication skills in Chinese, English and Mandarin

Consultant Details

Consultant Details

ivy_kwan
Ivy Kwan
  • Associate Director | Contracting Recruitment
  • +852 3907 3916
  • ikwan@morganmckinley.com