Relationship Manager Relationship Manager …

Cachet Asset Management Limited
in Hong Kong
Permanent, Full time
Last application, 27 Jan 21
Negotiable
Cachet Asset Management Limited
in Hong Kong
Permanent, Full time
Last application, 27 Jan 21
Negotiable
Cachet Asset Management Limited is one of the largest multi-family office in greater china and is looking for an experienced and qualified Assistant Relationship Manager to support its expanding business.

Job Responsibilities: 

  • ​Acquire new buinesses and maintain client relationships through delivering surperior customer experiences;
  • Execute business transactions as per company request and compile to the compliance standard;
  • Handle inquiries like product enquiries, financial transactions and operations and offer professional advices;
  • Implement agreed business plan to achieve pre-set sales/revenue targets;
  • Ensure compliance to internal and regulatory requirements on operations, credit standards and so on;
  • Provide ongoing risk monitoring including Global Standards, sanctions, Anti Money Laundering alerts and act as an escalation point for risk issue response;
  • Engage in networking activities within our group to enhance the customer referral effectiveness and in line with compliance.


Qualifications: 

  • Bachelor holder in Accounting / Finance or related disciplines
  • Minimum 5-7 years’ related experience in client service, operations or sales support within financial institutions
  • Excellent knowledge of investments, banking products, operational procedures and systems
  • Excellent knowledge in credit, sales and marketing is preferable
  • Analytical, meticulous, sensitive to details and odds
  • Excellent communication and customer service skills
  • Strong analytical skills, multi-tasking and time management
  • Completion of HKSI Paper 1, 7 & 8 certification; CFA or equivalent is a plus
  • Proficiency in Microsoft Excel in preparing financial analysis and reports
  • Excellent command of spoken and written English and Mandarin/Cantonese Chinese
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