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Assistant Relationship Manager (Banking)

$ 1 - $ 2 / month

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Location: Central

  • Support PB RMs to provide excellent service to high net-worth clients to achieve client retention, and be able to handle daily business-as-usual tasks
  • Understanding of all account opening, maintenance, closure, transfers, KYC and transaction monitoring requirements to support the PB RMs to ensure compliance.
  • Liaise with clients on behalf of PB RMs to obtain relevant information in order for PB RMs to fulfill such requirements
  • Support the PB RMs to manage client meetings and travel arrangements
  • Understand client requirements and assist PB RMs in daily maintenance of account relationships
  • Act as the client key interface over initiation of clients' instructions, monitor funds for payment, receiving client’s instructions and signed forms
  • Support client’s requests and follow through client’s instructions to ensure timely execution of instruction
  • Ability to understand issues and appropriately escalate to Business Management team in a timely fashion
  • Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules when relevant

Requirements

  • Bachelor's Degree in Finance, Business Management or related field
  • At least 1 to 3 years of relevant experience in a similar role, with proven ability to build/mantain customer relationship
  • Possess strong knowledge in AML / KYC
  • Good credit, financial analysis skills
  • Team player, able to work well in a team and independently

Interested applicants may apply, alternatively you may send in your updated CV to [email protected]

*We regret to inform that only shortlisted candidates would be notified

EA License Number

Vivian Chen

R23116467

EA 24C2366

Location: Central

  • Support PB RMs to provide excellent service to high net-worth clients to achieve client retention, and be able to handle daily business-as-usual tasks
  • Understanding of all account opening, maintenance, closure, transfers, KYC and transaction monitoring requirements to support the PB RMs to ensure compliance.
  • Liaise with clients on behalf of PB RMs to obtain relevant information in order for PB RMs to fulfill such requirements
  • Support the PB RMs to manage client meetings and travel arrangements
  • Understand client requirements and assist PB RMs in daily maintenance of account relationships
  • Act as the client key interface over initiation of clients' instructions, monitor funds for payment, receiving client’s instructions and signed forms
  • Support client’s requests and follow through client’s instructions to ensure timely execution of instruction
  • Ability to understand issues and appropriately escalate to Business Management team in a timely fashion
  • Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules when relevant

Requirements

  • Bachelor's Degree in Finance, Business Management or related field
  • At least 1 to 3 years of relevant experience in a similar role, with proven ability to build/mantain customer relationship
  • Possess strong knowledge in AML / KYC
  • Good credit, financial analysis skills
  • Team player, able to work well in a team and independently

Interested applicants may apply, alternatively you may send in your updated CV to [email protected]

*We regret to inform that only shortlisted candidates would be notified

EA License Number

Vivian Chen

R23116467

EA 24C2366