Private Bank Assistant Relationship Manager
1 week ago
Established Private Bank is seeking for seasoned Assistant Relationship Manager.
Responsibilities
- Perform clients consultation
- Responsible for account openings and processing of clients' orders
- Provide Private Bankers support in sales administrative matters and attend to clients' enquiries and needs
Requirements
- Equipped with professional certification - CACS1 & 2,
- Minimum 6 years of working experience in private wealth sector and serving high net-worth clients
- Bilingual in English and Mandarin as the role deals with Mandarin speaking clients.
- Solid understanding of private wealth products and services, good knowledge of investments, operational procedures and systems
EA Reg No. R1985302 (Han Yen Qi)
Tell employers what skills you haveWealth Management
Assertive
Enterprise Risk Management
Investments
Relationship Management
Wealth
Private Banking
Financial Transactions
Customer Success
Securities
Selling
Solution Selling
Banking
KYC
Financial Risk
Financial Services
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