
Assistant Relationship Manager
2 weeks ago
**Job Description**:
- Manage and develop a portfolio of corporate banking customer to establish and maintain relationships with our clients;
- Explore new business opportunities, marketing and selling of different corporate financial product and services;
- Perform account opening and support RMs in completing KYC review and related documentation;
- Handle all client onboarding documents and reporting to comply with related regulatory requirements and internal guidelines;
- Provide administrative support to RMs and liaise with relevant departments to execute transactions;
- Answer queries from RMs on transactional activities, operations, systems and resolve successfully;
- Alert and assist RMs in marketing investment products whenever appropriate
**Requirements**:
- Preferably a Degree holder or equivalent;
- Familiar with KYC and account documentation with knowledge of wealth management products;
- Minimum of 3 years Sales Asst/Assistant Relationship Manager experience in Wealth Management is a must;
- Sound knowledge in banking operations and related legal and regulatory requirements;
- Strong in client servicing with good communication skills;
- Good command of written and spoken English and Chinese
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