Assistant Relationship Manager | Swiss Private Bank

2 weeks ago


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

My client is a global private bank with strong growth in Asia. To cope with the expansion of the business, they are looking to hire an experienced ARM in Private Banking to serve UHNW clients.

Responsibilities

  • Support relationship managers by providing high-quality service delivery to UHNW clients;
  • Perform account opening, documentation, order placing, account maintenance, credit facility and periodical review;
  • Execute clients' orders, including money market, securities, structure products and FX transactions on a timely basis;
  • Maintain high standards of client servicing assist on KYC & Call Report;
  • Manage and follow up on new account opening documentation to ensure the alignment of compliance and regulatory requirements;
  • Ensure that all applications are complied with company policy and regulatory requirements
  • Responsible for account opening, perform KYC and due diligence, and work with internal departments to process account opening

    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 analytic skills and problem-solving abilities;
    • Proficient in MS Office applications, particularly Excel and PowerPoint;
    • Knowledge of regulatory requirements and compliance standards in private banking; and
    • 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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