Assistant Relationship Manager

Job Description & Requirements

Responsible for providing administrative and client service support to Relationship

Managers (RM)

Responsibilities:

Provide administrative and client service support to Relationship Managers

Respond to all client inquiries and instructions

Monitor transactions and activities in client accounts

Working alongside RM to assist with queries from clients and serve their

business needs such as trade execution

Maintain client data and reports, such as: contact lists, account numbers,

facilities details, status of credit reviews/renewals, etc

Attending to KYC/AML/CDD matters, periodic reviews, client onboarding,

opening and maintenance of accounts etc

Monitoring of transaction status, documentation, following through on

outstanding processes etc

Other ad hoc duties

Requirements:

Minimum 5 years of relevant experience in client servicing, trade operations, and sales support within financial institutions

Bachelor degree or diploma

Strong understanding of financial products and services

Excellent interpersonal, communication and client interfacing skills

Meticulous, strong attention to details

Proficiency in Chinese is a must as our clients are Chinese