Client Support Analyst (Wealth Management)

Location: Kowloon, Kowloon City HK

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Job Number: 5781

External Description:

A Top Tier Investment Bank is currently looking for a Client Support Analyst (Wealth Management) to join their team. Able to provide competitive remuneration. This is responsible for providing clerical and administrative support to Client Service Team.

Position: Client Support Analyst, Wealth Management (5 Months Contract)

Company Description

Join an American MNC, which provides Private Banking, Asset Management, Treasury & Security Services, Private Wealth Management services and is one of the largest banks in the United States with a history dating back over 200 years.

Key Responsibilities:

• Assist Client Service Team in preparing instruction/document for client’s signature
• Assist Client Service Team in downloading/retrieving the statement/advice/document for client reference
• Assist Client Service Team in sending the regular update (e.g. deposit rate) to client
• Assist Client Service Team in sending the ad hoc update to our bankers/investors
• Assist Client Service Team in raising tickets to back office for processing client’s instruction
• Assist Client Service Team in preparing report for monitoring purpose

Requirements:

• Preferably 3 years of Client Service support experience with Private Bank(s);
• Working knowledge of Private Banking products and relevant operational processes
• Understanding of KYC and account maintenance documentations, corporation action processes and cash /securities settlement requirements including relevant market practices.
• Good oral and written communication skills, capable of dealing with other team members independently;
• Possess judgment and discretion in working with highly confidential information;
• Knowledge of all relevant systems and software packages including e-mail, Outlook, Excel, and other information sources;
• Adaptable and able to work in a demanding and unpredictable environment;
• Team player with the ability to work well with multiple bankers and other team members;
• Detail-oriented and results-focused.

 

Job Number: 5781

Community / Marketing Title: Client Support Analyst (Wealth Management)

Location_formattedLocationLong: Kowloon, Kowloon City HK

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