Description
We are seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. As a Hybrid Professional in the China Market Team, you will work closely with our Client Advisors to provide support in all facets of daily business routine.
Job Responsibilities:
- Monitor client accounts and assist with daily account administration
- Help manage account opening/onboarding process
- Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
- Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks
- Develop an in-depth knowledge of all asset classes and products offered by the Private Bank
- Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
- Act as a primary contact with external clients for day-to-day account administration, servicing, execution of investment securities and products
- Partner with the Client Service team and any other member of the broader team in the daily management of Accounts and Credit facilities
- Assist advisors in preparation for client meetings, help prepare and provide analysis of investment performance or other client presentations
Required qualifications, capabilities, and skills:
- Bachelor’s degree in Finance or Business or equivalent in any discipline
- Minimum 5 years of client service and/or relationship manager support experience in Private Bank, with background in brokerage and/or trading
- Dynamic and independent team player who possesses strong interpersonal and communication skills
- Ability to work under tight market deadlines and accuracy in executing Clients’ directed orders
- Absolute discretion when dealing with confidential matters
- Strong organisational and prioritisation skills are required alongside effective judgement from risk and escalation perspectives
- Self-starter, extremely organised and detailed-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Appropriate local regulatory qualification
- Excellent written and spoken English language skills with proficiency in Mandarin