- Sales Support & Trade Execution to Private Bankers
- Good Working Hours & Friendly Environment
- Well established International platforms
Our Client
Representing multiple European Private Banking Groups in searching for 6 months to 1 year trilingual Sales Assistant Contractor to join their Greater China and Hong Kong Markets. Successful jobholders will be entrusted with accountabilities to :-
Job Duties
- Assisting Private Banker(s) to provide high quality services including preparing account openings documentation/regular account and KYC review, order placing and execution, pricing quotation
- Prepare presentation materials for products advisory in order to resolving any enquiries from the affluent professional investors
- Team administrative tasks and clients meeting arrangement
- Participating in ad hoc regional and local projects
Requirements
- Degree holder with relevant sales support experience acquired from International Retail/Wealth Management, Private Banks, Securities Brokerage, Global Markets Groups
- Sound investment products knowledge
- Fluently written and spoken English and Mandarin
- Proven organization skills with strong attention to details
- Excellent interpersonal and communication skills
- With valid HKSI Paper 1, 7 and 8 or equivalent
- Candidates from Retail Banks, Wealth Management or Brokerage with passion to join private banking industry will also be considered!
Category : Private Bank 
Industry :
Banking & Finance
You may also interested in......
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
Job Duties
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- Stable and well-established platform
- Dynamic and friendly working environment
- Excellent investment product exposures
Job Duties
The seasoned jobholders will be responsible for:
- Assistant Senior Private Bankers on daily pre and post-sales services
- Handling new to bank and regular accounts reviews and documentation, pricing quotation, order placing, and portfolio management
- Preparing investment and product presentation materials
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
Job Duties
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
Job Duties
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
Job Duties
- Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia and Hong Kong Markets Working closely with external counterparties in account opening, pricing quotation, bank and fund operations
- Resolving daily enquiries from affluent professional investors
- Participating in ad hoc regional and local projects