Private Bank - Private Banker Assistant [30 - 50K]

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Salary : $360000 - $600000
Location : Central and Western District
Post Date :

Description :

The Company

Our client is one of the top tier Private Banks with strong presence worldwide.

They are currently looking for a Private Banker Assistant to support the daily operations of the team by working closely with their Private Bankers.

The Role

  • Assist Private Bankers by handling account opening, collecting documents and KYC and AML, and processing transactions
  • Respond to client queries related to trade booking and settlement, handling margin calls and resolving collateral issues
  • Collaborate with the team to understand clients' needs and propose professional solutions in order to deliver exceptional service level
  • Prepare P&L reports for individual clients
  • Prepare credit application for clients and access portfolio credit rating and margin level
  • Provide other administration support such as hotel booking and T&E

Your Profile

  • Degree holder in Business/ Finance/ Economics/ Accounting is preferred
  • At least 1 year relevant experience from Private Wealth Management
  • Fluency in English and Mandarin is a must
  • Knowledge in Fixed Income and Derivatives
  • Prefer candidates who have supported Taiwan or China teams

Apply Today

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Hong Kong

21st Floor, Nexxus Building,
41 Connaught Road,
Hong Kong
Phone : +852 3653 7300

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