PRIVATE BANKING SALES ASSISTANT

1. Well Established Private Bank
2. Excellent Exposure

Our client is a well established private bank which provides services to private clients and their families, trusts and financial intermediaries, as well as institutions. With a determination to boost their client base, they now invite an outstanding candidate to join them.

Act as the primary support for Relationship Managers ensuring the seamless delivery of tailored wealth management solutions to HNW clients. Serve as a key contact point for client inquiries, proactively resolving operational issues to maintain exceptional service standards. Handle and execute dealing orders across various asset classes with high accuracy. Manage end-to-end client onboarding processes, including KYC, AML checks, and periodic account reviews. Prepare credit applications, financial review documentation, and marketing materials for client presentations. Maintain and update client data within CRM systems to ensure high data integrity and efficient task tracking. Provide administrative support.

To be qualified, you should be a Degree holder with a minimum of 10 years of relevant experience. Sound knowledge and competency in MS Office. Mature and independent. Good written and verbal communication skills in English, Cantonese and Mandarin.

Interested applicants should send a detailed resume to Michelle Ho by email to [email protected] quoting reference eFC3649 .

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)