Assistant Relationship Manager (Private Banking) - 12 months

Key responsibilities

• Coordinate with Product Development teams, Operations and other functional counterparts on daily basis
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation
• Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products
• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements
• Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank

About you

• Bachelor's degree or above in Finance, Accounting, Economics, Business Administration, or related disciplines
• Sound understanding of economics, best market practices and investment products in the wealth management business
• Business proficiency in both written and spoken Mandarin besides English so as to serve China based customers
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines