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Wealth Management Assistant

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Wealth Management Assistant

Bank SinoPac
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Job Responsibilities:

  • Provides support for Relationship Manager including order execution, business development, maintain quality relationship with clients and daily administrative tasks comprehensively
  • Data collection and maintain client record in a good manner
  • Handle the account opening process and assist Relationship Manager regarding account AML / annual review and transaction monitoring
  • Perform other duties as assigned

Job Requirements:

  • University graduate in Financial related disciplines
  • Several years of banking experience or RI Qualified is preferred
  • Experience in CDD / AML / Customer Service / Sales / SME ARM role
  • Qualified HKSI Paper 1, 7 and 8 are preferred
  • Detail-minded and result-oriented
  • Ability to work under pressure, with strong self-motivation
  • Proficiency in MS Office
  • Good command of both spoken and written English, Chinese and Mandarin

 

Apply Methods:

Interested parties please send your application letter & resume with salary expected to HR Manager via the following channels.

  1. By email : [via CTgoodjobs Apply Now]; or
  2. By fax : 2851-3163; or
  3. By post: HR Manager, Bank SinoPac, 18/F, One Peking, 1 Peking Road, Tsim Sha Tsui, Kowloon.

Bank SinoPac is committed to a policy of providing equal employment opportunity to all qualified employees and applicants.  Personal data collected will be used strictly for recruitment purposes only. 

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Benefit
  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Competitive pay
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Family medical plan
Job Function
Location
  • Tsim Sha Tsui
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
  • Permanent
Experience
  • N/A
Career Level
  • Non-management level
Education
  • Degree
Require to Travel
  • Travel occasionally
Overview

Bank SinoPac, a leading Asian banking group is seeking local talents to join its Hong Kong office. We invite applications to the following position:

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