Private Banking Assistant Manager
15 hours ago
Job Description
The Assistant Manager needs to manage client relationships and deliver a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.
Key Areas of Responsibilities
- Provide day-to-day assistance to Senior Manager in all aspects of client service and administrative support.
- Execute daily account transactions and client orders, such as equities, fixed income, OTC derivative products, mutual funds, and alternative investments.
- Assist Senior Relationship Manager in conducting new client research, preparing pitch books, internal memos, and coordinating client events.
- Proactively communicate investment outlook and ideas to clients, and timely respond to client inquiries.
- Handle the account opening process and assist in anti-money laundering (AML) reviews and transaction monitoring.
- Conduct regular reviews on account profiles and investment portfolios, ensuring clients' profiles are timely maintained.
- Provide accurate and timely revenue tracking, sales data analysis, and other relevant information reporting.
- Support EAM/IB teams to enhance company branding and participate in workflow optimization initiatives.
- Handle ad-hoc projects and other administrative tasks as required.
Required Skills and Qualifications
- At least 3 years' experience in wealth and asset management with excellent academic performance from top-tier universities, preferably in Economics or Finance.
- Solid understanding of investment products, financial markets, and planning strategies in Private Banking and/or Securities Products sectors.
- Strong interest in investment & wealth management, with a desire to learn.
- Results-driven with strong initiative, able to work efficiently and multitask effectively in a fast-paced environment.
- Ability to provide proficient client sourcing capabilities and facilitate transactions with existing clients.
- Excellent communication and interpersonal skills with external and internal stakeholders.
- Proficiency in English and Mandarin, with business-level Cantonese.
- Immediate availability is highly preferred, and experienced candidates may be considered for a Manager-level offer.
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