Assistant Relationship Manager
2 months ago
We are seeking a highly skilled and experienced Assistant Relationship Manager to join our team at JAC Recruitment. As a key member of our team, you will be responsible for managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service.
Key Responsibilities:- Client Relationship Management: Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service.
- Product Knowledge: Gain a thorough knowledge of the bank's products and services to help RMs deliver tailored financial solutions.
- Transaction Handling: Handle account openings, transactions, and investment orders accurately and promptly.
- Client Support: Acting as key client proxy for initiating client instructions, tracking & monitoring transactions, preparing relevant administrative loan documentation & instructions in compliance with regulatory requirements.
- Team Collaboration: Work with Operations, Compliance, Legal, and Product teams to ensure smooth service delivery and regulatory compliance.
- Client Due Diligence: Perform client due diligence, maintain accurate records, assist with portfolio reviews, and provide market insights to enhance client portfolios.
- Issue Escalation: Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.
- Education: Bachelor's degree in Finance, Business or a related field.
- Experience: At least 5 years of relevant experience in private banking, wealth management, or financial services.
- Language: Proficiency in Mandarin (spoken and written) to communicate effectively with Mandarin-speaking clients across the Southeast Asia region.
- Skills: Proven ability to build and maintain strong client relationships with excellent communication and interpersonal skills.
- Certifications: Possess CACS Certifications 1 & 2
We appreciate your interest in this role and thank you for considering JAC Recruitment as your career partner. Only shortlisted candidates will be notified. We appreciate your understanding.
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