RM Assistant, Private Bank, HKD30-50k


Salary:

$30000 - 50000 / month

Location:

Central and Western District

Date posted:

28 September 2018

Employment type:

Permanent

Reference:

JW8078

Specialisation:

Banking and financial services


Description

The Company

Our client is a well-established, US Investment and Private Bank with years of experience in management, with over 20 offices worldwide.

The Role

This role is for the Private Wealth Management Asia, an integrated business within Institutional Securities. They provide investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

This team serves as an important team support staff for both the investment representative and clients. You will provide support in a series of core functions:

Operational Responsibilities:

  • Trade booking and settlement
  • Resolving settlement and funding issues
  • Handling margin calls and collateral issuesClient Servicing:
  • Client account documentation (information gathering, liaising with various parties, check and follow up for documentation completion)
  • General customer service (answering calls, attending to client queries)
  • Client order taking
  • Trade blotter maintenance

Your Profile

  • University graduate in Finance or related disciplines
  • Fluent in English, Cantonese and Mandarin
  • At least three years of relevant experience in a client service role within Private Wealth Management
  • Detailed and meticulous
  • Ability to multi-task
  • Works efficiently in fast-paced environment
  • Willing to work outside of normal work hours as required

Apply Today

  • To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.


Hong Kong

9th Floor, Nexxus Building
41 Connaught Road
Central
Hong Kong Island
+852 3653 7300
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