Support top Relationship Managers in wealth management, handling client servicing, compliance, and o
岗位职责
Accelerate your career in wealth management with a dynamic team. Work with top Relationship Managers (RMs) and gain valuable client exposure. Job Responsibilities: Partner closely with Relationship Managers to support day-to-day client servicing, order execution, and revenue-generating activities.
Act as a key contact point to deliver timely, high-quality service to clients and strengthen long-term relationships.
Ensure accurate and efficient handling of client data, documentation, and account records.
申请条件
Qualifications and Requirements:
Degree in any discipline.
2–5 years of experience in banking, wealth management, or a client-facing/support role.
HKSI Papers 1, 7, and 8 (or strong willingness to obtain).
Detail-oriented with a strong sense of ownership and accountability.
雇主简介
Job Responsibilities: Perform account opening documentation checking to ensure compliance with regulatory, internal policies, KYC, CDD, and AML requirements.
Approve customer account data creation and...