Assistant Relationship Manager

What will you do

• Support RM in providing admin service to clients esp. of high visibility or complex requirements

• Assist in providing updated market information to clients

• Handle clients requests and instructions directly, including trade processing and inquiries on operational issues

• May provide marketing support for RM, perform limited business prospecting activities, including client/prospect communication and seminar activities

• Collect and prepare documentation for account opening, KYC and risk profiling

• Work closely with internal partners on monitoring the entire trade processing, including system input, settlement, confirmation and remittance

• Adhere to RBC policies and procedures thereby protecting the business from financial and reputational risk

• Comply with relevant Group policies, consider and escalate the adequacy and effectiveness of the business controls on a regular basis

• Follow operating procedures which include relevant controls to meet group and local policy requirements

• Participate in projects assigned by Business Management (BM) team

• Escalate client and risk issues to Team Head, BM or other members of FO mgmt. team where necessary

• Preparation of RM's business trip and client meetings

• Assist in other ad‐hoc projects and client related matters

• Pre-agreed key deliverables of process change/improvement projects

• Deputizing other ARMs on ad-hoc basis

• Continuously upgrade of relevant skills and completion of CACS requirements on CPD hours

• Administrative support and other duties as assigned by higher management

• Effective management of KRIs

What do you need to succeed

Must-have

• Degree or equivalent is required

• The role would typically require 5 years of Assistant Relationship Manager experience in Private Bank

• This role requires speaking to clients from North Asia, proficiency in Mandarin is essential

• CACS Paper 1 and 2

• Excellent communication and client servicing skills

• Team Player

• Self motivated individual with a positive change mindset

• Excellent administrative and execution track records

• Ability to provide organization and client focus solutions

• Solid inter‐personal and communication skills

• Advanced Bloomberg & Reuters

• Strong knowledge in banking products especially in the WM space

Nice-to-have

• Avaloq system knowledge is preferred