全职 Assistant Client Advisor-Assistant Relationship Manager (Private Banking) 工作, 薪水, StriveX 公司招聘中 - Ricebowl

We are partnering with several Senior Private Bankers to identify suitable candidates for Assistant Client Advisor / Assistant Relationship Manager positions within their teams.

The successful candidates will work closely the Senior Private Bankers, providing support in managing and servicing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across the Southeast Asia and Greater China markets.

Responsibilities:

• Support the Senior Private Bankers in regard to client account administration, client servicing and retention efforts.
• Liaise with internal departments regarding administrative matters concerning execution and settlement of trades, delivery of securities, corporate action, payment and receipt of funds, renewal and repayment of loans.
• Liaise with other financial institutions and service providers regarding account opening request and other clients’ administrative matters.
• Check daily transaction list to ensure trades are processed correctly
• Prepare and send trade confirmations to clients
• Monitor and arrange for settlement of trades
• Prepare payment orders
• Prepare and followup on account opening documentation

Requirements:

• Bachelor’s degree in Finance, Business Administration, Banking, or related field.
• At least 3 years of experience in private banking, EAM or family office
• CACS 1 and 2 certifications
• Understanding of banking products, investment instruments, and account operations.
• Excellent communication and client-service skills.
• Strong organizational abilities, attention to detail, and ability to handle multiple priorities.
• High integrity, discretion, and professionalism when handling confidential client information.
• Ability to work independently and collaboratively in a new setup environment.

Please reach out to Angel Fu at ************* for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 23C2077

Registration No : R1983939