Assistant Relationship Manager, Private Banking

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Executive Access
  • 24 Feb 18 2018-02-24

A European Private Bank is looking for an experienced Assistant Relationship Manager

Job Description:

  • Support RM(s) on investment, marketing, administrative and operational activities, including taking investment orders, remittance, documentation, KYC/AML and onboarding pre-checks, etc.;
  • Handle client documents and reporting in compliance with regulatory requirements;
  • Provide ad-hoc and regular portfolio updates to clients; and
  • Other ad-hoc duties as required.

Job Requirements:

  • Degree holder in Business, Finance or related disciplines
  • Minimum 5 years of Assistant Relationship Management experience in private banking
  • Qualified to carry out investment regulated activities (Types 1 & 4) under Hong Kong Monetary Authority
  • Willingness to learn, good team player, self-motivated and good attention to detail
  • Good command of Microsoft Office, especially Excel
  • Fluent in English and Mandarin/Japanese

 

 

Interested candidates who are able to meet the above requirements, please send a copy of your most recent resume to: jchan@executiveaccess.com