Establish and maintain good business relationships with the clients and assist with their inquiries in a professional manner;
Execute a range of banking and investment transactions (e.g., structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients;
Act as escalation contact for the client, several local and foreign banks, investment companies, brokers as well as internal departments;
Provide administrative support to CROs on client meeting and business trip arrangement and expense reimbursement;
Perform ad hoc assignments/duties as assigned.
Requirements:
Degree or above in in Finance, Economics or other related disciplines;
At least 3-5 years of relevant client service experience in private banking;
Excellent communication and client service skills;
Good technical skills in using MS Office;
Fluency in both written and spoken English and Chinese, including Mandarin
*Personal information collected will be used for recruitment purposes only*
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