Assistant Relationship Manager, Private Banking

Cathaybk; Hong Kong; Sur place; HKD 279 000 - 391 000; Plein temps

Résumé du poste

Cathaybk 在香港铜锣湾招聘银行客户服务助理，负责协助关系经理处理日常交易、开户及 KYC 流程，并确保合规。需具备在私行/财富管理领域的经验及对银行操作的良好理解。

候选人应具备本科以上学历、至少3年相关工作经验、HKSI 考试通过并具备处理Type 1与Type 4监管活动资格，同时具备优秀的英语及中文（含普通话）沟通能力，善于团队合作，能独立完成任务。
工作地点在铜锣湾，属于全职职位，工资按月发放。

Qualifications

• 具备与高净值客户服务相关的专业能力
• 掌握银行日常运营流程，熟悉私行产品与对私银行业务
• 熟悉本地监管要求及内部合规政策
• 具备良好沟通、组织与细致的工作风格

Responsabilités

• 协助关系经理处理日常交易，包含投资下单、汇款、账户文件及授信调整等，确保及时准确
• 处理开户及上岗流程，执行 KYC/AML 程序，遵守本地监管及内部政策
• 通过专业服务和主动性，解决客户咨询并提供高效支持
• 协助建立和维护客户关系，推动关系经理业务发展

Connaissances

客户导向

沟通能力

团队合作

自我驱动

Formation

学士学位及以上，商务/金融相关

具备 HKSI 牌照考试（泛 A1、A4）

Description du poste

Responsibilities:

• Assist Relationship Managers with daily transactional duties including but not limited to taking investment orders, remittance, account documentations and credit modifications timely and accurately
• Handle and follow up account opening and on-boarding process, conducting KYC/AML procedures, and ensure compliance with local regulatory requirements and internal policies
• Deliver efficient and professional responses by resolving clients’ inquiries and providing proactive assistance
• Support the development and maintenance of client relationship to facilitate the business of Relationship Managers

Candidates are expected to possess:

• Bachelor’s degree or above in business/finance or related discipline
• At least 3 years’ relevant work experience in serving high net-worth clients
• Pass in the HKSI Licensing Examination and qualified for handling Regulated Activities Type 1 (dealing in securities) & Type 4 (advising on securities)
• Knowledge of private banking products and treasury services, good understanding of banking operations and local regulatory policies
• Good team player, self-motivated, detailed-oriented, be able to work independently with good interpersonal and organizational skills
• Excellent communication skills with strong customer-focused mindset
• Proficient in written and spoken English and Chinese including Mandarin

More Job Information

Salary

• 25000 - 35000 / MONTH

Job Function

• 銀行 · 金融服務 - 顧客服務 · 關係管理

Location

• 銅鑼灣

Employment Term

• 全職

Education

• 學士