Detail

Responsibilities

Support Relationship Managers to provide excellent service to high net-worth clients so as to achieve client retention
Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
Handle and follow up clients' enquiries, service requests and complaints in a timely and professional manner
Ensure timely follow up on client calls / queries
Ensure compliance with all regulatory requirements

Requirements

University graduates preferred, with a minimum of 2 years' experience in asset management, any other relevant experience in private banking/investment banking would be highly considerable
Sound knowledge in financial products & services, and able to ensure excellent services are delivered
Pro-active, mature, independent, customer-focused, and pleasant
Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage
Strong client network and good interpersonal communication skills
Eligible to be SFC licence Type 4 & Type 9 representatives preferred
Fresh graduate with Top University also be considered