Senior Assistant Relationship Manager

  • Competitive based on experience
  • Hong Kong
  • Permanent, Full time
  • PSI Capital Asia
  • 14 Aug 17

Established boutique multi-family office is looking for a highly motivated Senior Assistant Relationship Manager to service High Net Worth Individuals through leading Private Banks

The Company:


PSI Capital Asia is a multi-family office providing global advisory services with a strong focus on sophisticated financial market investments

The Role:


As part of the account management team, the successful candidate will work closely with a Relationship Manager to:
• Liaise with reputable leading Private Banks and High-Net-Worth individuals
• Assist in the execution of orders
• Support  KYC due diligence and documentation
• Perform overall impeccable customer servicing (confirmation of orders, handle clients’ enquiries, liaise with private banks to receive and ensure accuracies of all executions, reports, statements etc…)
• Support portfolio investments and risk monitoring


Qualifications:


•  Formal qualifications (University degree AND other relevant qualifications)
• Minimum 7 to 10 years of relevant Private Banking/Wealth Management experience
• Good understanding of financial products
• Trade execution experience is a must
• Good organizational skill, work in timely and efficient manner
• Good knowledge of MS Excel
• Team player and client servicing orientated
• Fluent in English and Cantonese, Mandarin would be a plus