Private Banking Assistant, Asset Management, Start Immediately

Location: Hong Kong Island, Hong Kong
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH218998_1517973595

Our Client is one of the Global Asset Management companies who is now looking for an Assistant- Private Banking.

Responsibilities:

Client Relationship and Administration

  • Manage daily cash positions for client's account, fiduciary deposits
  • Execute money transfer, security buy/sell orders from clients or portfolio manager / private bankers
  • Liaise with head office and operations team for all administrative issues
  • Keep client's file up to-date with relevant correspondence and meeting reports
  • Prepare account openings or closures, and ensure completion of documentation requirements
  • Prepare relevant file and account report for portfolio manager / private banker prior to meeting with clients
  • Assist the private banker in liaising and providing service to clients
  • Assist the team members with ad-hoc requests
  • Administrative support e.g. Meeting arrangement, business trip arrangement and preparation

Requiements:

  • University degree or equivalent, preferably in Business Administration, Economics or Finance
  • Minimum 3 years of similar work experience
  • Proficient in English, Cantonese and Mandarin
  • Good understanding of the impact of economic, monetary and corporate developments on market/company/sector performance
  • Good communication and problem solving skills
  • Attention to details

Contact Belinda Chan on (852) 3103 4313 or APPLY NOW by clicking the button below

www.ambition.com.hk

Data provided is for recruitment purposes only