Assistant Relationship Manager

Tasks

• Introduces the bank and its banking services to potential customers.
• Supports the Relationship Manager in achieving their business objectives, such as NNA/revenue targets.
• Offers comprehensive private banking services to meet diverse wealth management needs.
• Performs KYC/AML due diligence checks on customers to comply with the bank's requirements and carry out regular reviews.
• Goes through the investment risk profile questionnaire with clients when opening an account and conducts regular reviews to verify and update the suitability of investment products, risk profile, and investment experience of clients.
• Communicates and coordinates with the bank's investment units, such as the Treasury Department and the Global Product Unit, to pass on product information and market commentary to clients.
• Monitors customer portfolios and accounts to ensure compliance with internal policies and external regulations.
• Prepares and maintains proper records, including but not limited to account documentation, CIP, IRPQ, credit applications and relevant documents, trade transactions, and call reports.
• Accepts, confirms, and executes customer investment orders, including, but not limited to, money market, securities, investment fund, and foreign exchange transactions.
• Communicates and coordinates with the credit department to ensure that all customer credit applications are processed properly.
• Participates in internal/external training courses/meetings, if possible and necessary.
• Performs general ad hoc tasks, such as regular follow-up and administrative work.

Requirements

• university degree
• Preferably 2-3 years of experience in private banking
• Fluent in English, Cantonese, and Mandarin
• Professional qualifications, such as Enhanced Competency Framework (ECF), are an advantage.

We offer