Assistant/Senior Assistant Relationship Manager Assistant/Senior Assistant Relationship Manager …

PSI Capital Asia
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive based on experience
PSI Capital Asia
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive based on experience
Established boutique multi-family office is looking for a highly motivated Senior Assistant Relationship Manager to service High Net Worth Individuals through leading Private Banks

The Company:


PSI Capital Asia is a multi-family office providing global advisory services with a strong focus on sophisticated financial market investments

The Role:


As part of the account management team, the successful candidate will work closely with a Relationship Manager to:
• Liaise with reputable leading Private Banks and High-Net-Worth individuals
• Assist in the execution of orders
• Support  KYC due diligence and documentation
• Perform overall impeccable customer servicing (confirmation of orders, handle clients’ enquiries, liaise with private banks to receive and ensure accuracies of all executions, reports, statements etc…)
• Support portfolio investments and risk monitoring


Qualifications:


•  Formal qualifications (University degree AND other relevant qualifications)
• Minimum 3 to 7 years of relevant Private Banking/Wealth Management experience
• Good understanding of financial products
• Trade execution experience is a must
• Good organizational skill, work in timely and efficient manner
• Good knowledge of MS Excel
• Team player and client servicing orientated
• Fluent in English and Cantonese, Mandarin would be a plus

 

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