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Assistant Relationship Manager

2 months ago

hong kong, Hong Kong SAR China CMB International Capital Corporation Limited Full time

Main Responsibilities:

  • Work closely with Relationship Managers to provide assistance in client management and services
  • Act as the primary point of contact for selected clients, including managing daily administrative tasks, client servicing and ensure proper compliance guidelines
  • Assist in client account opening, trade execution and account periodic review
  • Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions
  • ensure strict compliance and legal guidelines are adhered to with all internal policies and external regulations

 

Qualifications & Requirements:

  • 1-3 years’ experience in relationship management assistant or similar
  • Strong analytical, prioritization, communication skills and problem solving skills
  • Previous wealth management experience preferred
  • Bachelor's Degree in Business Administration or related field 
  • Work closely with your RM and become responsible to assist in serving the clients
  • Act as the primary point of contact for a selection clients, including managing daily administration, client servicing and attend to compliance requirements.
  • Assist clients in account openings, trade execution, periodic reviews, and administrative support.
  • Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions, etc
  • Ensure strict compliance and legal guidelines are adhered to with all internal policies and external regulations.