Analyst / Associate - Client Services Office - Wealth Management - Hong Kong

Responsibilities

Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information
Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients' requirements
Assist in client on/off boarding pre-checks/processes and all account reviews
Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner
Provide secretarial and administrative support
Handle logistics for business trips and meetings
Any other job duties which the supervisor may delegate from time to time

Requirements

Minimum Bachelor's degree preferably in Business / Finance
Minimum 3 years of relevant experience in private banking with an investment/global bank
Good ability in written and spoken English and Mandarin
Meticulous and ability to multi-task
Organised team player with good understanding of financial products and services
Excellent interpersonal and communication skills