Assistant Relationship Manager

Requirements

• Bachelor Degree with at least 3 years in a banking industry
• Experience in relationship management and client servicing
• Strong interpersonal and communication skills to engage with internal and external stakeholders
• Ability to converse, read and write in Mandarin and English are a requisite
• Strong knowledge of banking products & services and procedures
• Good understanding of financial, investment products & services including equity, bond markets and FX products.
• Ability and willingness to handle ongoing administrative tasks
• Able to work independently and work proactively with clients and RMs
• Meticulous, strong attention to details
• Preferably CACS certified.

Responsibilities

• Support Relationship Managers (RMs) to provide excellent service to ultra-high net-worth clients
• Ensure that all client requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements
• Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to clients’ queries

Requirements

• Bachelor Degree with at least 3 years in a banking industry
• Experience in relationship management and client servicing
• Strong interpersonal and communication skills to engage with internal and external stakeholders
• Ability to converse, read and write in Mandarin and English are a requisite
• Strong knowledge of banking products & services and procedures
• Good understanding of financial, investment products & services including equity, bond markets and FX products.
• Ability and willingness to handle ongoing administrative tasks
• Able to work independently and work proactively with clients and RMs
• Meticulous, strong attention to details
• Preferably CACS certified.

Responsibilities

• Support Relationship Managers (RMs) to provide excellent service to ultra-high net-worth clients
• Ensure that all client requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements
• Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to clients’ queries