Private Banking Assistant (Regional Private Bank)

Leading Regional Private Bank

Great Worklife Balance

Grear Remuneration Package

company overview.
This well-reputed Regional Private Bank is looking for seasoned private banking assistant to join their team due to great success in their business last year.

Great worklife balance and great remuneration package are provided.

job scope.
As the Private Banking Assistant in a well-reputed Regional Private Bank, your key responsibility will be:

Support Relationship Manager in providing differentiated service to high net-worth customers and contribute to customer retention and growth

Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations

Assist clients in account openings, trade execution, periodic reviews, and administrative support

Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions

Assist Relationship Managers in the daily maintenance of customer relationships

Serve as customers' key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions

Ensure strict compliance and legal guidelines are adhered to with all internal policies and external regulations.

requirements.

Degree holder in Business, Finance or related disciplines

3-7 years of experience in private banking industry.

Solid experience in building customer relationships is an advantage

Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is a must

Ability to demonstrate strong product knowledge for private banking products.

Customer-focused, with excellent communication and interpersonal skills

Good command of written and spoken English and Chinese, fluency in Putonghua is a must

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application.

We apologies that only shortlisted candidates will be contacted.

Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com.

We apologies that only shortlisted candidates will be contacted.

Still considering?

Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.