Private Banking: Assistant Relationship Manager

CMB Wing Lung Bank Limited; Hong Kong; Sur place; HKD 360 000 - 600 000; Plein temps

Résumé du poste

CEB International Investment Corporation Limited in Wan Chai is seeking an Assistant Relationship Manager to support the Private Banking & Wealth Management Department. The role involves assisting relationship managers, handling client instructions and account openings, and ensuring timely documentation as part of a fast-paced team.

The ideal candidate holds a Bachelor degree with 3+ years in banking, and possesses SFO/IIQE qualifications; English and Chinese proficiency is essential.

Qualifications

• Bachelor degree or above is required.
• Solid knowledge of investment products and banking procedures.
• Fluent in English and Chinese; strong written and spoken communication.
• SFO and IIQE qualifications are required to perform wealth management activities.
• ECF qualification is preferred.

Responsabilités

• Support relationship managers in performing client transactions and delivering high quality customer services to high net worth clients.
• Execute client instructions, perform account opening procedures, and collect documents timely and accurately.
• Prepare reports and materials for regular sales monitoring.
• Ensure transactions comply with bank policies and regulations.
• Follow up on pending documents and handle ad-hoc duties as required.

Connaissances

Interpersonal skills

Communication skills

Customer service

English & Chinese

Formation

Bachelor Degree or above

SFO qualification

IIQE qualification

ECF qualification (preferred)

Description du poste

CEB International Investment Corporation Limited in Wan Chai is seeking an Assistant Relationship Manager to support the Private Banking & Wealth Management Department. The role involves assisting relationship managers, handling client instructions and account openings, and ensuring timely documentation as part of a fast-paced team.

The ideal candidate holds a Bachelor degree with 3+ years in banking, and possesses SFO/IIQE qualifications; English and Chinese proficiency is essential.