Senior Associate/ AVP-Private Client Services

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. 

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

Assist Relationship Managers of Private Banking to manage client relationships and provide quality service.

Responsibilities

• Provide comprehensive support to Private Banking Relationship Managers in daily client service and administrative tasks.
• Accurately receive and process clients’ investment instructions to ensure timely execution and maintain high service standards.
• Perform account opening and maintenance services including processing all client onboarding documents.
• Support RMs in completing KYC/ CDD review, credit application and related documentation
• Support RMs on the data update of weekly and monthly pipeline/prospects reports
• Answer queries from RMs and clients on transactional activities, operations, and systems and provide effective solutions to such queries.
• Ensure full compliance with regulations, Group policies, and guidelines, conducting business in a compliance-conscious manner while being alert to potential risks related to money laundering and other undesirable transactions or activities.
• Perform any ad-hoc project as assigned

Qualifications

• Degree holder or above, majoring in Finance or a related discipline is preferred
• Minimum 4 to 10 years of relevant experience as Client Services Officer / Assistant Relationship Manager in either Priority or Private Banking is preferred
• Holder of Type 1, 4 licenses and compliance with related Continuing Professional Development (CPD) requirements
• Resilient character, able to work under pressure. Ability to handle multiple tasks independently
• Strong interpersonal skills, with the ability to communicate effectively and provide value-added advice, as well as influence and supervise effectively
• A good team player who can work effectively and be positive towards learning and performing the assigned duties
• Proficient in written and spoken English and Chinese, especially Mandarin
• The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks)