Assistant Relationship Manager(Japanese Speaking)
3 days ago
Our client is a Japanese company that provides a range of comprehensive financial products and services. They are currently hiring for a Sales Support Associate to join their expanding team
Assist a team of Relationship Manager (RMs) in all aspects of client service, operational, administrative and marketing support.
【What you will be working on】
- Assist the relationship managers in managing and monitoring client’s portfolios including updating of portfolio positions and investment proposals to clients / prospects.
- Receive and execute client orders including but not limited to securities, bonds ,derivative, loans and FX transactions.
- Prepare and handle account opening documents in compliance with AML requirement
- Liaise with head office/ inter offices for any administrative issues.
- Coordinating with internal and external parties to process client’s portfolio transfer instructions involving different asset classes.
- Ensure trading and settlement setup for client account prior to trade.
- Collaborate with internal and external vendors on projects including system rollouts and enhancement.
- ** Requirement**:
- 【 What they are looking for 】
- Minimum 5 years of relevant work experience in client servicing roles within Private Banking business.
- Fluent in both spoken and written English and Japanese, proficient in spoken and written Mandarin to communicate with customers
- Successful completion of CACS Papers 1 and 2, with professional certification in Financial Markets Regulatory Practices (FMRP) and relevant CMFAS modules would be a big advantage
- Strong understanding of financial products and services.
- Familiar with AML and compliance requirements within the Private Banking space.
- Excellent interpersonal, communication and client interfacing skills.
- Client oriented delivering fast and effectively response to client’s request.
- Committed to Teamwork
- Effective communication and analytical skills; with demonstrated ability to work effectively with all levels within the organization.
- ** Working Hour**: 8:30 ~ 17:30
- ** Benefit**:
- 【 What they are offering 】
- Variable Bonus (Depend on Company and Individual performance)
- Annual Leave: 21 Days
- Medical Leave
- Medical Benefits
-
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