Assistant Relationship Manager
2 weeks ago
Job Scope:
- 70:30 split in terms of responsibilities between backoffice work (KYC, CRM, account opening, documentation, fund subscriptions) and front office work (trade execution/client communication)
- Ensure KYC documentation for client base is current and reflected in company's CRM system
- Liaise with clients and custodians for account openings and ongoing KYC
- Prepare client account opening and fund subscription documentation independently
- Independently handle cash management on client accounts
- Assist RM with administrative tasks (travel, client gifts etc.)
- Place trade orders as needed
Requirements:
- Impeccable English (written and spoken), Chinese is an advantage but not required
- Minimum of five years of relevant ARM experience in a private bank or EAM/multifamily office, covering both account opening and trade execution
- RNF license
- Knowledge of common private banking products and asset classes
- Quick thinking, detailoriented and selfmotivated personality
Benefits:
- 25 days annual leave
- Hybrid work (1 day WFM per week)
- Option to service clients as junior RM as a career progression path
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