Posted on: 2018-03-13

Job type: Permanent

Sector: Financial Services

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Great opportunity to work as a client services manager to support private bankers in an Asian leading private bank.

About our Client

Our client is a leading Asian Private Bank with a large AUM. They provide wealth management, financial analysis and investment services. They are looking to recruit a high-caliber person to join their team and facilitate the growth of their business

Job Description

In this role, your prime responsibilities would include:

* Liaising with Private Bank Relationship Manager to obtain, maintain and improve long term business relationships with significant parties and/or corporate clients within the region

* Assist the Relationship Manager to handle and create portfolios contain clients with high assets

* Carry out investment transactions with a comprehensive range from banking and investment to clients with high assets

* Take care of account opening and documentation

* Make sure that clients are handled with regards to HKMA Policies on AML, sanctions and terrorist financing

* Carry out examination of doubtful transactions, evaluations and due diligence


* A bachelor's degree from a reputed university with a minimum of 5 years working experience
* Meticulous and able to multi-task, managing a number of investment transactions in the markets
* A team player with sound knowledge of financial services and products
* Possess experience and certified under SFO
* Responsible, motivated, with excellent interpersonal skills, able to communicate with parties of different levels
* Proficiency in spoken and written English and Chinese

To apply please click on the "Apply" button or enter HK132169 in the Keyword section of or contact Phoebe Pong on +852 2919 6248 for a confidential discussion. Alternatively, email your resume to quoting ref no HK132169. Your interest will be treated in strict confidence.

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Reference: HK132169

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