Private Banker Assistant (1 year contract, renewable)

Responsibilities

• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirements

• Bachelor’s degree or above in Finance, Accounting, Economics, Business Administration, or related disciplines.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• Business proficiency in both written and spoken Mandarin besides English so as to serve China based customers.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines.

Interested applicants, please email a copy of resume to Sign in to view email