Support Relationship Managers including Senior Relationship Managers or Team Head Maintain communications with clients to assess needs and risk profile, and help deepen client relationship with bankers Participate in client meetings with Relationship Managers to acquire relationship management techniques Participate in defining target market, analysis of client needs and development of marketing and product enhancement strategies Prepare transaction documentation for credit approvals within internal cut-off time Gather research and information from a wide range of sources upon which to base the investment decisions Assist Relationship Managers to monitor the progress of investments and portfolio structure and provide reporting upon Relationship Managers request within the timeline Open accounts, prepare follow up documentation and general instructions within the timeline set by Relationship Managers or by reference to internal standard Process credit approvals, investment and deposit transactions in a timely manner, and act as intermediary between clients and operations Provide clients and Relationship Managers updated market information or on request and within the timeline set by Relationship Managers Attend client meetings to record minutes and produce meeting summaries for client files and its maintenance May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instruction

Hong Kong