Private Wealth Assistant Relationship Manager

Taipei Fubon Commercial Bank Co., Ltd; Hong Kong; Sur place; HKD 240 000 - 360 000; Plein temps

Résumé du poste

Taipei Fubon Commercial Bank Co., Ltd is seeking a full-time Private Wealth Support Associate in Hong Kong. You will assist the Relationship Manager in servicing high net-worth clients, handle account openings, and support daily client relations and transactions for investment and insurance products.

The role requires a bachelor’s in Banking/Finance, 2 years in banking, and strong English/Chinese communication. Mandarin is a plus; immediate availability is preferred.

Qualifications

• 2 years' relevant experience in Banking/Financial services.
• Proficient in written and spoken English and Chinese; Mandarin preferred.
• HKSI Licensing Papers 1, 7 & 8 and IA IIQE Papers I & III.
• Immediately available or short notice preferred.

Responsabilités

• Assist Relationship Manager in servicing High Net-Worth clients for Private Wealth Management.
• Handle account opening (KYC, CDD) and related onboarding tasks.
• Assist in daily maintenance of client relationships and queries.
• Support transactions of investment and insurance products.
• Manage daily client inquiries and related operational requirements.

Connaissances

English

Chinese

Formation

Bachelor's degree in Banking / Finance

HKSI Licensing Papers 1,7 & 8; IA IIQE Papers I & III

Description du poste

Taipei Fubon Commercial Bank Co., Ltd is seeking a full-time Private Wealth Support Associate in Hong Kong. You will assist the Relationship Manager in servicing high net-worth clients, handle account openings, and support daily client relations and transactions for investment and insurance products.

The role requires a bachelor’s in Banking/Finance, 2 years in banking, and strong English/Chinese communication. Mandarin is a plus; immediate availability is preferred.