Senior Associate/ AVP - Private Client Services

Overview

Assist Relationship Managers of Private Banking to manage client relationships and provide quality service

Responsibilities

Provide comprehensive support to Private Banking Relationship Managers in daily client service and administrative tasks.

Accurately receive and process clients’ investment instructions to ensure timely execution and maintain high service standards.

Perform account opening and maintenance services including processing all client onboarding documents.

Support RMs in completing KYC/ CDD review, credit application and related documentation

Support RMs on the data update of weekly and monthly pipeline/prospects reports

Answer queries from RMs and clients on transactional activities, operations, and systems and provide effective solutions to such queries.

Ensure full compliance with regulations, Group policies, and guidelines, conducting business in a compliance-conscious manner while being alert to potential risks related to money laundering and other undesirable transactions or activities.

Perform any ad-hoc project as assigned.

Qualifications

Degree holder or above, majoring in Finance or a related discipline is preferred

Minimum 4 to 10 years of relevant experience as Client Services Officer / Assistant Relationship Manager in either Priority or Private Banking is preferred

Holder of Type 1, 4 licenses and compliance with related Continuing Professional Development (CPD) requirements

Holder of ECF certification is preferred

Resilient character, able to work under pressure.

Ability to handle multiple tasks independently

Strong interpersonal skills, with the ability to communicate effectively and provide value-added advice, as well as influence and supervise effectively.

A good team player who can work effectively and be positive towards learning and performing the assigned duties.

Proficient in written and spoken English and Chinese, especially Mandarin.

East West Bank is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status.

Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.