Assistant Relationship Manager (Private Banking)

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • Elysian Executive Solution
  • 15 Feb 18 2018-02-15

Our client is a leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. They are looking for a ARM to join their Greater China / Philippines Team:

Job Duties

 

  • Processes client payment orders, executes investment orders (securities, funds, bonds, MM / FX trades, structured/derivatives products)
  • Deals with client inquiries and provides solutions where possible
  • Manages diaries, books client meetings, assists with events preparation
  • Prepares for RM business trips; organises travels, preparing client presentations
  • Maintains client contact frequency and updates records
  • Ensures compliance with relevant regulatory requirements & bank policies/procedures, e.g.client documentation, client’s instructions, client on boarding etc.
  • Organizes team meetings, takes the minutes and follows upon action points
  • Identifies opportunities for share of wallet increases/cross sales
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Requirement

 

  • University degree in Finance, Economics or related discipline
  • At least 3 years of relevant ARM experience in Private Bank set up
  • Hands on knowledge of various banking system applications
  • Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc.)
  • Adequate knowledge of Financial Terminals (e.g. Bloomberg, Reuters)

 

Our client offers competitive package and performance bonus. Interested parties please submit your resume here.