Assistant Relationship Manager

Key Responsibilities:

• Generate and maintain Sales reports for the department and the Relationship Managers.
• Conduct Know Your Customer (KYC) and assist with client onboarding
• Handle account maintenance, periodic reviews
• Support Relationship Managers on trade transactions and facilitate coordination within the sales team.
• Assist the Relationship Managers in liaising with the trade team for trades execution if required.
• Liaise with Marketing department to coordinate clients events.
• Perform other administrative duties as assigned.

Requirements:

• At least 1 year of documentation support experience in Financial Institution.
• Proficient in using Microsoft excel.
• Attention to detail and good follow up skills.
• Beside English, ability to communicate in Chinese language for the managing of Chinese speaking clients.
• Strong sense of initiative, ability to multitask and is well organised.
• Strong verbal and written communication skills.
• Ability to build basic Macros in Excel.
• Basic understanding on financial products.