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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.