Your new company
This role will be under the Private Wealth Management department, and you will provide support to a team of relationship managers in a series of core functions:
1. Client Servicing:
- Liaising with various Business Units to ensure client documentation is in compliance with policies and procedures
- Ensure all client queries are promptly followed up and resolved
- Client order taking
- Understanding client's overall relationship with the bank
2. Operational Responsibilities:
- Trade booking and settlement
- Settlement and funding issues resolution
- Margin calls followâ€up and collateral issues resolution
- Transactional documentation (e.g., client suitability and eligibility)
3. Policies and Procedures:
- Ensure full awareness of and adherence to internal policies and procedures
4. Administrative Responsibilities:
- Ensure administrative tasks are completed, such as travel / hotel bookings, expense claims, mailing of marketing materials.
What you'll need to succeed
- Fluent in English and proficiency in verbal and written Mandarin (due to business needs)
- Degree Holder with minimum 2 to 3 years of relevant financial services experience, preferably in relation to frontline client service
- Possesses HKSI Paper 1
- Strong knowledge in Private Banking investment products. Eg, FX, Equities, Fixed Income, derivatives.
What you'll get in return
- Attractive remuneration package
- Being part of team working with international finance professionals
- Excellent growth potential within the top tier bank
What you need to do now
Wait no more! Apply now and send your updated CV in to Aliyah.Fong@hays.com.my
