Assistant Relationship Manager
7 days ago
Key Responsibilities:
- Generate and maintain Sales reports for the department and the Relationship Managers.
- Conduct Know Your Customer (KYC) and assist with client onboarding
- Handle account maintenance, periodic reviews
- Support Relationship Managers on trade transactions and facilitate coordination within the sales team.
- Assist the Relationship Managers in liaising with the trade team for trades execution if required.
- Liaise with Marketing department to coordinate clients' events.
- Perform other administrative duties as assigned.
Requirements:
- At least 1 year of documentation support experience in Financial Institution.
- Proficient in using Microsoft excel.
- Attention to detail and good follow up skills.
- Beside English, ability to communicate in Chinese language for the managing of Chinese speaking clients.
- Strong sense of initiative, ability to multitask and is well organised.
- Strong verbal and written communication skills.
- Ability to build basic Macros in Excel.
- Basic understanding on financial products.
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