Assistant Relationship Manager - European Private Bank
My client is a European private bank who is dedicated to grow the Asia business. It is now seeking a seasoned and dynamic Assistant Relationship Manager (ARM) to join the team. As an ARM, you will play a crucial role in supporting our Relationship Managers in managing client portfolios, ensuring client satisfaction, and driving business growth.
Job Responsibilities:
- Assist Relationship Managers in managing and growing client portfolios by providing comprehensive support and exceptional service.
- Address client needs and inquiries promptly, ensuring a high level of client satisfaction.
- Conduct regular reviews and assessments of client portfolios to ensure alignment with their financial goals and risk tolerance.
- Maintain accurate and up-to-date client records and documentation.
- Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and confidentiality.
- Facilitate the account opening process for new clients, ensuring all required documentation is completed accurately and efficiently.
- Monitor client accounts to ensure compliance with banking regulations.
- Identify opportunities for cross-selling banking products and services.
Requirements:
- Bachelor's degree in Finance, Business Administration, or related field.
- At least 5 years in client service in private banks
- CACS Paper 1&2
- Familiar with wealth management products
- Strong analytical and problem-solving skills, with a keen attention to detail.
- Able to work independently
- Fluent in spoken and written Chinese, English
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