Assistant Relationship Manager, Private Bank
3 days ago
Our client is a well-established international private bank and now seeking for suitable talent for their front office.
This is an Assistant Relationship Manager role; you will be responsible for providing administrative and client service support to Senior Private Banker supporting China market.
EA License Number: 16S8131
Recruiter Licence Number: R1219710
**Some of the key responsibilities will include**:
- Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
- Respond to all client enquiries and instructions and provide resolution to most issues and requests.
- Monitor transactions and activities in client accounts
- Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
- Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
- Coordinate with Product Groups, Operations and other functional areas as necessary
- Always ensure adherence to internal and external regulations and policies
**To be eligible for this role you will require**:
- Minimum 3-5 years of relevant experience in similar capacity or a relationship manager from priority/private client segment
- Able to write in Mandarin will be an advantage
- Bachelor degree or diploma from reputable institutions
- Excellent interpersonal, communication and client interfacing skills
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