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PB RM Assistant, Client Service-Top Foreign Private Bank30k

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Your new role * Support Private Bank RM to maintain existing customer portfolio and expand clientele coverage * Assisting in account openings, KYC, credit application, periodic review * Executing client orders for global securities transactions * Capturing, monitoring and preparing reports for management to identify trends in assessing the risk of the business * Working closely with different Product Desks to gain perspectives

What you'll need to succeed

  • Bachelor’s degree from university
  • HKSI paper 1 holder (obtained HKSI 1 before on boarding day)
  • Young & Energetic team player with less than 3 years’ work experience as to match team’s culture
  • 1-2 years of relevant banking experience, preferably in relation to frontline client service
  • Fluent in English and native Mandarin or/and native Cantonese

About the job

Contract Type: TEMPORARY

Specialism: Financial Services

Focus: Private Wealth Management

Industry: Banking

Salary: HKD25,000 - HKD30,000 per month

Workplace Type: On-site

Experience Level: Associate

Location: Hong Kong

Job Reference: FWORL8-E74A4385

Date posted: 6 March 2025

Consultant: Farrah Lee

Phone number: +852 2161 9427

farrah.lee@robertwalters.com.hk

Farrah Lee

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