Assistant Relationship Manager
7 days ago
The Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.
Job Description
- Generate and maintain Sales reports for the department and the Relationship Managers.
- Ensure all trades are adequately executed and recorded in the Sales Blotter timely.
- Support Relationship Managers on trade transactions and facilitate coordination within the sales team.
- Liaise with Marketing department to coordinate clients’ events.
- Assist the Relationship Managers in liaising with the trade team for trades execution.
- Perform other administrative duties as assigned.
Job Requirement
- At least 1 year of documentation support experience in Financial Institution.
- Proficient in using Microsoft excel.
- Attention to detail and good follow up skills.
- Proficient in English, Mandarin and Thai. Interaction with Mandarin & Thai speaking clients will be required.
- Strong sense of initiative, ability to multitask and is well organised.
- Strong verbal and written communication skills.
- Ability to build basic Macros in Excel.
- Basic understanding on financial products.
Tell employers what skills you have
Wealth Management
Ability to Multitask
Microsoft Excel
Well Organised
Relationship Management
Private Banking
Securities
Attention to Detail
Administrative Support
Banking
Excel
KYC
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