Assistant Relationship Manager
$ 4,500 - $ 7,000 / month
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Job Summary
The Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.
Job Description
- Generate and maintain Sales reports for the department and the Relationship Managers.
- Ensure all trades are adequately executed and recorded in the Sales Blotter timely.
- Support Relationship Managers on trade transactions and facilitate coordination within the sales team.
- Liaise with Marketing department to coordinate clients’ events.
- Assist the Relationship Managers in liaising with the trade team for trades execution.
- Perform other administrative duties as assigned.
Job Requirement
- At least 1 year of documentation support experience in Financial Institution.
- Proficient in using Microsoft excel.
- Attention to detail and good follow up skills.
- Effectively billingual in both English and Mandarin. Interaction with Mandarin speaking clients will be required.
- Strong sense of initiative, ability to multitask and is well organised.
- Strong verbal and written communication skills.
- Ability to build basic Macros in Excel.
- Basic understanding on financial products.
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