Assistant Relationship Manager Greater China Markets (Analyst/Associate)
Family Office
Our client, a regional family office, is seeking a dynamic and successful Assistant Relationship Manager to join them.
As an integral member of the team, you will leverage your expertise to work closely with the Relationship Manager to deliver high quality services to U/HNW clients.
Key Responsibilities:
- Provide essential support to Relationship Manager in managing client relationships.
- Oversee critical operational tasks including account opening/maintenance, trading, transfers, and ensuring compliance with Know Your Customer (KYC) regulations.
- Serve as a key liaison between clients and Relationship Managers, ensuring that client instructions are executed promptly and accurately.
- Assist Relationship Managers with meeting preparation and travel arrangements
- Any other ad-hoc duties when required
Requirements:
- Tertiary education with a relevant specialization in the fields of Finance
- At least 2 years of prior experience in a similar function within Private Banking
- Strong communication skills, with the ability to work effectively in a team environment.
- Exceptional attention to detail and organizational skills.
- Possesses CACS 1 and 2 qualifications
- The ability to liaise in written and spoken Mandarin Chinese is essential due to clients&apos requirements
Please send your details to [Confidential Information] for a confidential discussion.
We regret that only shortlisted candidates will be contacted.
EA License: 25S2716
