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ARM/ RM - Private Banking

Employer
TalentQuest HR Limited
Location
Hong Kong, Hong Kong
Salary
HK$30k - HK$100K
Closing date
Dec 12, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Provide a "Wealth Management" solutions / advice to High Net Worth Individual
  • Maximize client assets and revenues from its AUM
  • Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
  • To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation.
  • To cover client enquiries, clients' account transactions monitoring.
  • To cover a range of banking and investment transactions including but not limit to equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments etc...
  • Serve as customers' key contact person, monitoring customer's instructions, fund payment, and loans disbursement instructions

Requirements
  • Degree holder or above in any disciplines.
  • 2+ years of relevant working experience in PB
  • Strong knowledge in private banking products and services, operational procedures and systems
  • Excellent communication and interpersonal skills

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