I'm working with multiple clients on their expansion in Hong Kong, my clients would be looking for candidates with hands on experience in trade execution, conducting KYC and account opening for HNW/UHNW clients.
- Conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client event
- Assist the Banker in deepening the existing client relationship through deep-dive analysis
- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
- Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
- Bachelor's/University degree or equivalent experience