- Pure Play & Established Global Private Bank
- Worklife Balance & Excellent Job Security
- Promising Regional EAM career opportunities
Our Client
Our client recognized as the best-capitalized pure play int’l private bank in Switzerland with strong balance sheet & AUM USD 150Billion+; hiring over 200 talents in Asia is in search Junior Banker/Client Service AD for the rapidly expanding External Asset Management Desk
Job Duties
Report to Head of External Asset Management Desk
- Accountable for providing comprehensive client service, relationship management and product advisory/execution to the expanding EAM desk
- Cultivate strong clients’ relationship by offering timely investment advisory and support
- Active participation in marking events and business development initiatives
Requirements
- Well qualified graduate
- Trilingual candidate with 5years+Wealth Management / Private Banking experience
- Sound multi-asset classes of investment products
- Strong client service skill with strong communication skill in Mandarin and English
- Ability to work independently
Category : Private Bank
Industry :
Banking & Finance
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- 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
- KYC, Name Screening & Account Documentation
- Int’l Bank with Compliance/AML Exposure
- Excellent Working Hours & Friendly Team
Job Duties
- Responsible for name screening, KYC and existing client accounts documentation support
- Conduct basic due diligence checking under respective AML requirements
- Trigger events and post transactional review