- Location
- Hong Kong (PB)
- Type
- Full-time
- Seniority
- Manager
- Experience
- 10+ years
- Source
- Workday
Description
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.
"Become part of a family – not just a company."
Working in an inspiring and international environment.
We are always looking for qualified, motivated and dedicated colleagues. Discover the below opportunities open to you:
Job Description
• Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
• Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks
• Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes.
• Maintain personal ‘Fit & Proper’ requirements and fulfill industry competence/regulatory/notification requirements at all times.
• Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations.
• Meet individual targets as per own BSC and attend all relevant meetings/trainings.
• Understand the profile/needs of clients well to be able to match LGT’s offering with client requirements.
• Meet the day-to-day servicing requirements of all clients (eg execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).
• Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.
• Understand and use LGT’s platform and offering responsibly, ensuring resources (eg Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
• Be punctual, attend phones calls, cover lunch duty and backup other ARMs (expected and unexpected absences as assigned) in a prompt, efficient and professional manner.
• Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.
• Support of marketing events/ functions.
• Serve as a brand ambassador for the culture and values of LGT Group during interaction with clients/stakeholders and in public behavior.
• Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner.
• Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behavior in day-to-day business.
• Handle/support any additional task/ad hoc project as required/assigned.
Requirements
At least 10 years working experience in Banking/Financial industry including 7 years working in Private Banking sector\
Excellent communication and presentation skill
Strong ability to multitask with speed and accuracy
Outgoing, direct, strong and very independent personality
Fluent English and Mandarin is a must
Diploma holder or above in a business-related discipline
Proficiency in PC applications including Word, Excel, PowerPoint an
Please note that the employment of this role is subject to the Mandatory Reference Checking (MRC) Scheme, under which we will be required to approach any former and current Authorized Institution employer(s) of a prospective employee to request conduct-related information covering the past seven years. For more information, please refer to this webpage: Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.
Contact Information
We are looking forward to receiving your online application.
For any further information please do not hesitate to contact our HR Business Partner.
LGT Bank (Hong Kong)Human Resources
Catherine Wong
