Assistant Relationship Manager
1 week ago
**Job Description**:
- Manage and maintain relationships with existing HNW customers;
- Support RMs in completing onboarding process, including KYC review and related documentation;
- Handle all client onboarding documents 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;
**Requirements**:
- Preferably a Degree holder or equivalent;
- Familiar with KYC, CDD and account documentation with knowledge of wealth management products;
- Minimum of 5 years of Assistant Relationship Manager experience in Wealth Management is a must;
- Those with Private Banking experience will be prioritised;
- 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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