Assistant Relationship Manager, Private Banking
3 weeks ago
Responsibilities
Client Servicing
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 capabilityStrong analytical skills and problem-solving abilitiesDetail oriented and able to multi task and work under pressureFaster learner, team worker and self-starter with entrepreneurial spiritProficient 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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