Associate Banker, Private Banking

Hong Kong, Hong Kong
Market Rate
Jul 10, 2021
Jul 22, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Provide complete service support to client, including solving complex client inquiries
  • Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
  • Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
  • Assist the Banker in profiling, qualifying and converting prospects into clients, deepening the existing client relationship through deep-dive analysis
  • Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
  • Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
  • Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
  • Ensure everything comply with applicable laws, rules and regulations.

  • 2-10+ years of working experience in Private Banking sector as an Assistant Relationship Manager
  • Experienced applicants will be considered as Senior Associate Banker / Team lead
  • Bachelor's / University degree or equivalent experience
  • HKSI / HKMA / CFA / IIQE Licensing will be an advantage
  • Ability to manage relationships both internal and external; Ability to multi-task
  • Strong understanding of Private Banking investment and credit products and operational procedures
  • Proficiency in English, Cantonese and Mandarin

Interested Applicants please send your resume (in Word format) together with present and expected salary to Matt Lau:

Tel / Whatsapp: (852) 6377-1894


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