.png){kind=logo}
Main Duties & Responsibilities:
- Introduces the Bank and its banking services to prospective clients.
- Provides support to Relationship Manager to achieve their business goals such as NNA / Revenue targets.
- Markets and provides comprehensive private banking services to meet varied wealth management needs.
- Performs KYC / AML due diligence on clients in compliance with the Bank’s general directive and ongoing periodic review from time to time.
- Go through the Investment Risk Profile Questionnaire with clients at time of account opening as well as ongoing periodic review to ensure and update clients’ investment product suitability, risk tolerance and investment experience from time to time.
- Liaises and coordinates with the Bank’s investment units, e.g. Treasury Department and Global Product Unit for passing on product information and markets commentary to clients from time to time.
- Closely monitor clients’ portfolio and account activities to ensure the compliance with internal guidelines as well as external regulations from time to time. Monitor clients’ position to ensure collateral sufficiency at all times and prompt regularization of excesses, if any.
- Prepares and maintains proper records including but not limited to account documentation, CIP, IRPQ, credit application and relevant documents, trade transactions and call reports, etc.
- Accept, confirm and execute clients’ investment orders, including but not limited to money market, securities, investment funds and FX transactions. Confirm with / advise clients on their order status in a timely manner. From time to time go through the selling process, suitability check, key economic factors and main risk factors of certain products with clients when needed.
- Liaises and coordinates with Credit Department to ensure all clients’ credit applications are properly processed.
- Attends internal / external trainings / meetings when possible and required. Ensuring fit and proper requirements (such as CPT requirement, AML training, fraud training and compliance certification etc.) as stipulated by the regulatory are completely met.
- General ad-hoc duties such as to perform routine follow up and administration work.
- Assists to ad-hoc IT projects on enhancement or upgrade of current IT systems if required
- Back up other Assistant Relationship Managers as and when required.
Qualifications:
- University graduate
- Preferably with 2-3 years of private banking experience
- Fluent in English, Cantonese and Mandarin
- Professional qualifications such as Enhanced Competency Framework (ECF) would be an advantage.
- The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme
Skills Required
- University graduate
- 2-3 years of private banking experience
- Fluent in English, Cantonese, and Mandarin
- Professional qualifications such as Enhanced Competency Framework (ECF)
EFG International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EFG International and has not been reviewed or approved by EFG International.
-
Fair & Transparent Compensation — Pay is sometimes characterized as fair for the role, suggesting baseline alignment between responsibilities and fixed remuneration. Annual salary reviews benchmarked to performance and market data further reinforce a structured approach to setting pay.
-
Healthcare Strength — Benefits such as health insurance are described as good and comparable to typical market offerings. This consistency in core coverage appears to be a stabilizing part of the overall package.
-
Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle offerings include items like free flu vaccines, free gym classes, and hybrid working arrangements. These add non-cash value that can improve the perceived total rewards experience.
EFG International Insights
What We Do
EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Its registered shares (EFGN) are listed on the SIX Swiss Exchange. As a leading Swiss private bank, EFG International has a presence in major financial centres and growth markets, operating in around 40 locations worldwide, with a network spanning Europe, Asia Pacific, the Americas and the Middle East. As one of the best-capitalised Swiss private banks, EFG International is a financial partner that offers the security and solidity needed to provide clients with effective support. An entrepreneurial spirit has shaped the bank since its inception, enabling it to develop hands-on solutions and to build long-lasting client relationships. In other words: Entrepreneurial thinking. Private banking.
