About the role
FinEx AI summary
Provides all-rounded support to private banking relationship managers: executes client investment instructions, handles account opening, KYC, credit applications and client enquiries, and prepares internal reports. Ensures compliance with regulations and group policies. Requires a finance degree and at least 6 years of personal banking experience, 3 in private banking.
Core skills KYC (Know Your Client) Account opening Investment product knowledge Credit application preparation Client relationship management Investment instruction execution
Role details
Work style On-Site
Posted 26 Oct 2026
Operations
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Senior Associate/ Associate, Account Opening & Static Data Control, Private Banking
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Hong Kong · HK$45,000–60,000/mo (AI-estimated)
Operations
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Senior Associate, Specialist, Operations, Sec Svcs-Clrnc/Setlmnt/Invstgn, Private Banking
DBS Bank (Hong Kong) Limited
Hong Kong · HK$45,000–60,000/mo (AI-estimated)
Operations
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International Private Bank - Client Service - Associate
JPMorganChase
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