Job Description

As a Wealth Management generalist, the Client Service Officer (CSO) / Assistant Relationship Manager (ARM) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works within the EAM Desk. You will be supporting supporting one or more Relationship Managers (RM) in the administrative and operational management of their clientele portfolios.

Key Responsibilities:

To discharge his/her following responsibilities in full compliance with the Bank's Code of Conduct and Procedures:

Open accounts, prepare documentation and general instructions
Process credit approvals, investment and deposit transactions
Execute clients instructions
Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction
Ensure that private banking transactions comply with the Bank's policies and legal requirements
Key contact for clients enquires on daily operational basis
Conduct controls-related duties (eg. call-back, etc) and
Assume any other tasks as assigned.

Key Requirements

University degree or equivalent
Additional certification such as CACS Paper 1 and 2 is required
5-10 years of relevant experience in client servicing and/or sales operations, private banking experience will be an advantage
Good communication and interpersonal skills.
Ability to work under stressful and fast pace environment
Customer oriented, self-motivated and meticulous
Strong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.