LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets. "Become part of a family - not just a company."
Working in an inspiring and international environment. We are always looking for qualified, motivated and dedicated colleagues. Discover the below opportunities open to you: Job Description - Helping the RMs in day-to-day servicing of client requirements
- Attending to incoming calls from clients in a prompt, efficient and professional manner, by either addressing the issues or channeling the client to the relevant personnel
- Meeting selected clients when they visit the Bank to help them with their requirements
- Staying updated on product knowledge to facilitate transmission of information to clients
- Dispatching research material to clients as per their requests
- Supply data on utilization of facilities and credit limits to clients/RMs from Avaloq system
- Helping the RMs in opening new client accounts, by preparing all documents, filling in application forms and liaising with the Booking Centre Operation Team and RMs/Clients
- Ensuring that all relevant documentation is received from the clients and sending the same to Booking Centre Operation Team
- Helping clients and RMs seek additional facilities, credit lines etc., in documentation and procedures
- Assisting the RMs in maintaining communication with clients, drafting letter etc.
- Assisting the RMs in preparing exception requests on behalf of clients
- Seeking RM/client's instructions on their choice of corporate action (dividend, stock split, open-offer etc.) alternatives
- Maintaining details of client's instructions, pricing policies, etc., for ready reference
- Training new joiners on use of Avaloq system
- Being part of the team performing Business Contingency Plan
- Updating the Avaloq on client details, preferences etc., when a new account is opened and initiating the process for modifying the information as and when required
- Properly document the instances of losses, errors, operational problems, etc., and follow the internal reporting guidelines
- Following up with RMs and clients on all compliance and documentation related issues
- Monitoring the cash position of client accounts to ensure that adequate liquidity is available to meeting pending liabilities
- Reporting & MIS
- Supplying the RMs with necessary data and information from Avaloq system as per their requirements
- Providing client related data to RMs from the Avaloq system
- Supplying clients with customized accounts statements and valuation reports on an ad-hoc or regular basis, which are not readily available in the system
Requirements - At least 7 years working experience in Banking/Financial industry including 5 years working in Private Banking sector
- Excellent communication and presentation skill
- Strong ability to multitask with speed and accuracy
- Outgoing, direct, strong and very independent personality
- Fluent English and Mandarin is a must
- Diploma holder or above in a business-related discipline
- Proficiency in PC applications including Word, Excel, PowerPoint and Chinese Word Processing
Contact Information We are looking forward to receiving your online application.
For any further information please do not hesitate to contact our HR Business Partner.
LGT Bank (Hong Kong)
Human Resources
Queenie Wong