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Assistant Relationship Manager

3 months ago

Singapore CHINA MERCHANTS BANK CO LTD Full time

Job Description:

  • Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.
  • Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
  • Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, quities, funds and structured products.
  • Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
  • Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
  • Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirement:

  • Min degree or above
  • Understanding of economics, best market practices and investment products in the wealth management business.
  • Business proficiency in both written and spoken Mandarin to liaise with internal and external Chinese stakeholders and customers.
  • Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines.