Responsibilities
- Support Relationship Managers to provide excellent service to high net-worth clients so as to achieve client retention
- Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
- Handle and follow up clients' enquiries, service requests and complaints in a timely and professional manner
- Ensure timely follow up on client calls / queries
- Ensure compliance with all regulatory requirements
Requirements
- University graduates preferred, with a minimum of 2 years' experience in asset management, any other relevant experience in private banking/investment banking would be highly considerable
- Sound knowledge in financial products & services, and able to ensure excellent services are delivered
- Pro-active, mature, independent, customer-focused, and pleasant
- Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage
- Strong client network and good interpersonal communication skills
- Eligible to be SFC licence Type 4 & Type 9 representatives preferred
- Fresh graduate with Top University also be considered