Private Bank - Client Specialist - China Team - Front Office Private Bank - Client Specialist - China Team -  …

IGNITE RECRUITMENT HONG KONG LIMITED
in Hong Kong
Permanent, Full time
Last application, 18 Jan 21
480000
IGNITE RECRUITMENT HONG KONG LIMITED
in Hong Kong
Permanent, Full time
Last application, 18 Jan 21
480000
Posted by:
Tim Wong • Principle Consultant
Posted by:
Tim Wong
Principle Consultant
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 .

 

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