
Assistant Relationship Manager
1 week ago
1. Perform account opening and support RMs in completing KYC review and related documentation;
2. Handle all client onboarding documents and reporting comply with related regulatory requirements and internal guidelines;
3. Provide administrative support to RMs and liaise with relevant departments to execute transactions;
4. Answer queries from RMs on transactional activities, operations, systems and assist RMs to resolve problem;
5. Communication with different private banking, investment banks, and securities firms
**Person Specification (including qualifications, experience, knowledge, skills and expertise)**
- Preferably a Degree holder or equivalent;
- Familiar with KYC and account documentation with knowledge of wealth management products;
- With a minimum of 5 years of Assistant Relationship Manager experience in Private Banking /or Wealth Management a must;
- Sound knowledge in private banking operations and related legal and regulatory requirements;
- Good command of written and spoken English and Chinese (including Mandarin); if Cantonese then better
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