Client Service Officer, Private Wealth Management
11 months ago
Responsibilities: Provide sales support to Relationship Manager for account opening and maintenance, transaction execution and handling clients’ enq..
Responsibilities: Provide sales support to Relationship Manager for account opening and maintenance, transaction execution and handling clients’ enquiries, etc. Prepare business analyst report, presentation materials and maintain client database Develop and maintain good business relationship with customers and other internal and external stakeholders Handle ad hoc tasks and projects as assigned Requirements: Bachelor's Degree in Finance, Economics, or related discipline Obtain SFC license for RA type 1 and 4 by attending to licensing paper exams within a short period after joining Attend to detail, pro-active, customer-orientated, excellent interpersonal skills and able to work under pressure Excellent verbal and written communication skills – English and Chinese (Mandarin is a must) Strong working knowledge of MS Office/Excel/PowerPoint Genuine interest and ambition to develop a long-term career in Wealth Management businesses Immediately available is highly preferred
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