The aim of the role is to develop an internal talent pool of analysts to provide administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
Analysts??will be provided on-the-job training before they are assigned to various Front Office teams on a rotational basis. Training will include the areas of client onboarding, Anti-Money Laundering, product knowledge and internal systems & applications.??The analysts may be permanently placed within the Front Office team depending on the suitability of their profiles. Through the trainings and rotations, the analysts will be equipped to deliver top-notch service to our clients.
If this aligns with your career aspirations, apply now!
Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
Respond to all client enquiries and instructions and provide resolution to most issues and requests.
Monitor transactions and activities in client accounts
Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
Coordinate with Product Groups, Operations and other functional areas as necessary
Ensure adherence to internal and external regulations and policies at all times
Candidates with 0-3 years of working experience in Financial Services industry are preferred
Bachelor???s degree or diploma from reputable institutions
Strong interest in client servicing, operations or sales support within financial institutions
Good understanding of financial products and services
Strong collaborative skills with innovative and client centric mindset??
Excellent interpersonal, communication and client interfacing skills
Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient
HKSI Exam Paper 1, 7 & 8 holder is preferred but not mandatory