Assistant Relationship Manager

7 days ago


Singapore SINGAPORE de SHUSHOKU Full time

業種

金融・保険

求人内容

ポジションタイトル

Assistant Relationship Manager

職種

営業アシスタント

お仕事内容

Assistant Relationship Manager

業務内容詳細業務内容
  • クライアント管理及び運営
    • RMのクライアント対応サポート業務(システムへの情報入力、プロセス管理、ファイリングや書類作成等)
    • クライアント対応(レポート作成、データの集計及びその郵送など)
    • RMのスケジュール管理や出張時のホテル及びフライト手配
    • 顧客とのミーティングアレンジ
    • プレゼンテーション資料の作成、投資提案書の作成
    • 必要に応じてマーケティング活動のサポート(顧客接待、会議、出張、イベントなど)
  • 業務管理
    • 業務に必要な情報の定期的な情報収集
    • コンプライアンスに準拠しているかどうかの確認
    • 顧客からの注文に沿った処理(証券、ファンド、債券、MM/FX取引の実行)
    • 顧客からの問い合わせ対応
  • 規制当局への対応、リスクマネジメントコントロール
    • 懸念点がある場合、その解決に向けての提言
    • 現地規制の遵守、社内ポリシー・基準の遵守を確認する(新規口座開設、支払い指示、顧客からの電話の確認等)
募集要項
  • CACS1及び2の資格保持者
  • 金融業界における(バックオフィス)経験者
  • 日英語ビジネスレベル以上


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