Assistant Relationship Manager, Private Banking

3 weeks ago


Hong Kong, Hong Kong SAR China Randstad Hong Kong Full time

Responsibilities

Client Servicing

  • Assist Relationship Managers in providing excellent service to private banking clients.
  • Act as a point of contact for clients, addressing their inquiries and requests promptly and professionally.
  • Maintain accurate client records and ensure compliance with regulatory requirements.

    Trade Execution

    • Work closely with Relationship Managers and the trading desk to execute client trades efficiently and accurately.
    • Monitor trade settlement and ensure timely resolution of any issues.
    • Stay updated on market conditions and provide clients with relevant trade execution advice.Account Opening and Onboarding
      • Assist in the account opening process for new clients, ensuring all required documentation is collected and compliance procedures are followed.
      • Facilitate the onboarding of new clients by coordinating with various internal departments.
      • Conduct due diligence checks on clients in accordance with regulatory and internal policies.Relationship Management Support
        • Prepare client presentations, reports, and other documentation as required by Relationship Managers.
        • Assist in preparing and participating in client meetings and reviews.
        • Coordinate with internal teams to resolve client inquiries and provide solutions to client needs.
          Requirements
          • Bachelor's degree in Finance, Business, or a related field.
          • At least 5 years of experience in private banking,client servicing and trade execution.
          • Strong knowledge of private banking products, services, and operational processes. Familiarity with trade execution platforms and systems.
          • Excellent interpersonal skills and communication capability
          • Strong analytical skills and problem-solving abilities
          • Detail oriented and able to multi task and work under pressure
          • Faster learner, team worker and self-starter with entrepreneurial spirit
          • Proficient in MS Office applications, particularly Excel and PowerPoint.
          • Knowledge of regulatory requirements and compliance standards in private banking.
          • Fluent in Mandarin and English, with excellent written and verbal communication skills.


            skills

            no additional skills required

            qualifications

            no additional qualifications required

            education

            Bachelor Degree



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