A European Private Banking group with strong global presence and operates in more than 15 global locations is currently looking for a Client Specialist to work closely with Private Bank RM in Front Office. Promote full range of wealth management products and services to high-net-worth (China focus)
Responsibilities
- Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients)
- Develop and maintain customer relationships within the high net worth clients from both Hong Kong and Greater Bay China;
- Consulting needs and formulate appropriate solutions for high net worth clients
- Drafting information profile and credit proposals, compile relevant reports and prepare/review loan documents and client KYC Qualifications
The Successful Applicant
- University graduate in Finance or related disciplines
- Relevant client service experience in wealth management or private banking industry
- Good knowledge of wealth management and private banking investment products and operations
- Flexible, detail-oriented and meticulous
- Ability to multi-task and work efficiently in a fast-paced environment
- Excellent communication and client service skills
- Proficiency in both spoken and written English, Cantonese and Mandarin is a must
- IANG / Working Visa welcome
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Tim WONG on +852 2121 1418 .
