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

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