Assistant Relationship Manager, Private Banking

We are working alongside our private banking client to seek for motivated and experienced Assistant Relationship Managers (ARM) to join their growing business.

Responsibilities

• Working alongside Senior Private Bankers to provide comprehensive client support services to High Net Worth Clients on executing a broad range of banking and investment transactions for Private Banking clients.

• Prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening.

• Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards.

• Provide investment market updates, conduct timely and precise trade executions for clients.

• Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions.

• Ensure superior customer service is delivered and contributes to the overall customer experience of the Bank.

• Handle any other ad hoc requests.

Requirements

• Degree holder, preferably majoring in banking/finance

• Minimum 5 years of relevant work experience as Assistant Relationship Manager in private bank

• holder HKSI Licensing Examination Paper 1, 7 & 8

• Good knowledge of investments, banking products, operational procedures and systems including Wealth Management systems

• Fluency in English, Cantonese and Mandarin