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Relationship Manager Assistant
2 weeks ago
- Support Relationship Managers to provide excellent service to high networth clients so as to achieve client retention
- Understand client requirements and assist relationship managers in daily maintenance of account relationships
- Initiate account openings/closures/update instruction checklists and interface with client to ensure completion of documentation requirements
- Handle and follow up clients' enquiries, service requests and complaints in a timely and professional manner
- Ensure timely follow up on client calls/queries Ensure compliance with all regulatory requirements Provide administrative support to the team
- Minimum 23 years' experience preferably in brokerage or wealth management industry
- Holder of CMFAS Representative license of M1A/M1B/M
- Good interpersonal skills, detailoriented and customeroriented
- Good command of spoken and written English and Chinese Proficiency in Putonghua is preferred
- Independent and selfmotivated ability to work effectively under pressure and be a team player
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Assistant Relationship Manager
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