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Join the dynamic team at Morgan’s APAC Private Banking business with a focus Hong Kong market and deliver exceptional experiences to our clients.
As an Associate for Maintenance & Transition Accounts in Private Bank , you will manage the client exit book for the location. Your responsibilities will include handling and coordinating with various teams on account inquiries and investment-related aspects, as well as delivering strategic messages to your portfolio. In collaboration with other team members, you will strive to provide high-quality client service and ensure adherence to all regulatory and internal policies.
Job Responsibilities:
Act as a primary contact with external clients for day to day account administration, servicing, execution of investment securities and products.
Ensure a smooth transition for our clients, by upholding high levels of servicing and support. Facilitate the transfer out of assets and subsequently the full ...