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Analyst / Associate - Client Services Office - Wealth Management - Hong Kong

Hong Kong
Job Type
8 Sep 2022


  • Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
  • Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information
  • Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients requirements
  • Assist in client on/off boarding pre-checks/processes and all account reviews
  • Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
  • Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner
  • Provide secretarial and administrative support
  • Handle logistics for business trips and meetings
  • Any other job duties which the supervisor may delegate from time to time


  • Minimum Bachelor s degree preferably in Business / Finance
  • Minimum 3 years of relevant experience in private banking with an investment/global bank
  • Good ability in written and spoken English and Mandarin
  • Meticulous and ability to multi-task
  • Organised team player with good understanding of financial products and services
  • Excellent interpersonal and communication skills
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  • Job Reference: 707121164-2
  • Date Posted: 8 September 2022
  • Recruiter: Nomura Asia
  • Location: Hong Kong
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent