Client Services Associate - Top US Investment/Private Bank!

Salary :

$35,000 - 480,000 monthly

Company : Michael Page

Job Type : Full Time

Hong Kong

Job Description - Client Services Associate - Top US Investment/Private Bank!

International and dynamic working environment
Intensive training and development and a fast-track career

About Our Client

Our client is the one of the largest American investment banks, headquartered in New York City. They are now looking for a Client Services Associate to join their private wealth management division to handle client services, client relationships, account opening, KYC documentation and trade executions for Chinese Ultra High Net Worth clients. The private wealth management division provides highly personalized, best in class investment advice, execution services, wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

Job Description

Responsible for account openings, client onboarding, KYC documentations for Ultra High Net Worth clients
Support private bank relationship managers in building and maintaining relationships with clients and attending to client queries
Execute client trade orders for global securities transactions
Capture, monitor and prepare reports for management to identify trends in assessing the risk of the business
Work closely with different products desks

The Successful Applicant

Bachelor's Degree in Economics, Finance or business management related discipline
3-5 years of working experience in ARM/ client servicing/ account opening/ KYC documentation/ trade execution for Ultra High Net Worth clients / private banking/ corporate banking/ institutional clients within banking industry, preferably within private banking
HKSI paper 1 passed (passed before onboarding)
Comfortable with numbers, analytics and Microsoft Office applications, able to work under pressure and tight timeframe
Highly fluent in English and Mandarin. Mandarin is a must.

What's on Offer

International and dynamic working environment
Intensive training and development and a fast-track career
Competitive remuneration and benefit packages
Stimulating and challenging work with huge exposure
Potential temp to perm opportunity

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Client Services Associate - Top US Investment/Private Bank!

Job Description - Client Services Associate - Top US Investment/Private Bank!

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