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Assistant Execution Manager - Private BankWealth PRC Bank

Location Hong Kong, Hong Kong
Posted 16-January-2019
Description
Assistant Execution Manager - Private Bank/Wealth (PRC Bank)
[Description] Responsibilities

– Private Wealth (PRC Bank)

Execute instructions from clients for buying or selling of securities/Forex, setting up deposits, drawing of loans

Competent in handling daily transactions in an accurate and timely manner

Work closely with Relationship Managers and clients

Provide support to Relationship Managers and ensure high standards of customer services are met

Assist with account opening for clients, including KYC/AML processes

Monitor closely for funding of accounts for trades and other investments

Assist in preparing markets presentations and marketing materials

Assist in analyzing clients’ portfolios and provide investment advice

Assist with audit and other compliance self assessment process

Requirements

Degree holder in Finance, Economic, Business or relevant disciplines preferred

Minimum 3 years experience in the Assistant Relationship Manager or relevant position is preferred

Securities/Forex execution experience is preferable

Holder of SFC Type 1 and Type 4 licenses

Good knowledge in wealth management products

Self-initiative and a strong team player

Good communication and interpersonal skills

Fluent in Putonghua, English and Cantonese

Well versed in Microsoft Excel (Visual Basic preferable) and Chinese typewriting
Salary details
USD 40000.00 to USD 70000.00

 
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