Business Development Associate, Greater China North Asia
1 month ago
We are seeking a highly skilled and motivated individual to join our team as a Relationship Support Manager in Greater China North Asia. As a key member of our Private Banking team, you will be responsible for providing exceptional administrative and client service support to our Relationship Managers.
Key Responsibilities- Provide administrative support to Relationship Managers, including scheduling appointments, preparing correspondences, and making travel arrangements.
- Respond to client enquiries and instructions, and provide resolution to most issues and requests.
- Monitor transactions and activities in client accounts, and maintain accurate records.
- Support Relationship Managers in the provision of financial advisory services to clients, including maintaining client data and reports.
- Coordinate with Product Groups, Operations, and other functional areas as necessary to ensure seamless delivery of services.
- Ensure adherence to internal and external regulations and policies at all times.
- Minimum 3 years of relevant experience in client servicing, operations, or sales support within financial institutions.
- Bachelor degree or diploma from reputable institutions.
- Strong understanding of financial products and services.
- Excellent interpersonal, communication, and client interfacing skills.
- Meticulous, strong attention to details.
- Possess future-oriented mindset, strive to innovate and adapt to changes.
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
- Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient.
- Preferably CACS certified.
- Chinese proficiency is required as this role is required to deal with Chinese clients.
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