Assistant Relationship Manager, Private Wealth
5 days ago
Responsibilities:
- Clients consultation tasks as well as hands-on operational tasks (e.g. execution of securities and forex transactions)
- Responsible for account openings and processing of client orders and the daily correspondence with clients and other units of the organisation
- Provide efficient support to Relationship Managers in all organizational matters such as calendar management, travel organization, documentation handling, client meetings preparation, market transactions, payment orders, expense claims, entertainment arrangement, etc
- Involve and contribute on the day-to-day business activities independently
- Conduct research based on customers' request (e.g. Countries, Markets, Sectors, Others)
- Information Management by PC and storage space: data, file, documents and other information
- Provides support to the Head of Private Wealth and produce strategic and other necessary documents including translation work
- Submit constructive opinions and proposals to the Head of Private Wealth to improve effectiveness and efficiency of business, and implement them practically
- Work closely with the Head of Investment to coordinate advice and execution of investment ideas
- Cooperate with/help other department staff when necessary
- Reports to Team Head of ARM and the Head of Private Wealth, and additional reporting line to the assigned Relationship Manager
Requirements:
- Good University degree in Business, Finance, Economics or related disciplines, with professional certification such as CACS1 & 2, M5, M6A
- Minimum 4 years of working experience in private wealth sector and serving high net-worth clients
- Strong understanding of private wealth products and services, good knowledge of investments, operational procedures and systems
- Excellent interpersonal, communication, work organization and client interfacing skills
- Business proficiency in both written and spoken English
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