
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