Responsibilities:
- To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation.
- To cover client enquiries, clients’ account transactions monitoring.
- To cover a range of banking and investment transactions including but not limit to equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments etc…
- Serve as customers’ key contact person, monitoring customer’s instructions, fund payment, and loans disbursement instructions
Requirements
- Degree holder or above in any disciplines.
- 8+ years of relevant working experience in PB
- Strong knowledge in private banking products and services, operational procedures and systems
- Excellent communication and interpersonal skills
TalentQuest is an award-winning leading professional recruitment consultancy for the property and construction industries. Established in 2012 and headquartered in Hong Kong, we grew our international business on the foundations of professionalism, market knowledge, and exceptional service.
Our team of consultants specialise in a variety of sectors and take true pride in what we do. By applying local knowledge with our global connections, we have successfully completed projects throughout the Asia Pacific region, Middle East, and Europe.
We believe successful recruitment centers on understanding the value of people. We want to be the best recruitment firm in the eyes of our staff, clients, and candidates. By building a true partnership between each stakeholder with an understanding of each other’s goals, we believe we can direct the power of all parties towards the same outcomes to achieve excellent results.
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