Assistant Relationship Manager
2 days ago
Our client is a Reputable, European Private Bank looking for a new Assistant Relationship Manager to support their Greater China portfolio of clients.
Responsibilities:
- Partner with Clients, Business Support, and service providers to ensure timely transaction processing and service delivery of clients' requirements.
- Assist the Relationship Manager in providing periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
- Provide administrative and client support to Relationship Manager, including maintaining and updating client transaction records/ reports as well as client data
- Have oversight on the dealing infrastructure/processes / systems for the investment products, and be responsible for all sales documentation, product agreements, and service level agreements.
- Ensure superior customer service is delivered and contributes to the overall customer experience of the Bank.
Requirements & Qualifications:
- University graduate with 3 years of relevant ARM work experience in private banking or wealth management
- Proficiency in both written and spoken Mandarin and Cantonese, Fluency in English is an advantage.
- Willingness to work in a dynamic environment, multi-tasking skills to handle tight and short assignments and meet project deadlines
- Meticulous and a good team player
- Excellent communication and interpersonal skills
The bank offers a competitive salary and benefits package, as well as a stable and supportive team. If you are a motivated self-starter with a passion for the banking industry, please apply directly now with your CV in Microsoft Word format for a confidential discussion.
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