A Private Wealth Management (PWM) is looking for a Client Service Officer / Assistant Relationship Manager. Report to 2 senior Relationship Managers (RM) with a focus on Taiwan and Hong Kong HNWI and family office clients.
Establish and maintain good business relationships with HNWI and family office clients and assist with their inquiries in a professional manner;
Execute a range of banking and investment transactions (e.g., structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients;
Act as escalation contact for the client, several local and foreign banks, investment companies, brokers as well as internal departments;
Provide administrative support to CROs on client meeting and business trip arrangement and expense reimbursement;
Perform ad hoc assignments/duties as assigned.
Degree or above in Finance, Economics or other related disciplines;
At least 2-3 years of relevant client service experience in banking;
Excellent communication and client service skills;
Good technical skills in using MS Office;
Fluency in both written and spoken English and Chinese, including Mandarin.