Assistant Relationship Manager

Tasks

• Assist MRMs or MDMs in managing assigned customer accounts, processes, procedures, documents, and CRM records while ensuring customer satisfaction
• Conducting customer research (data collection, analysis, tracking, etc.)
• Assistance with the preparation of proposals, reports, client and private banking reports, as well as the completion of policy reviews (e.g., proposals to the client’s family office)
• Coordinating communications, handling inquiries from the investment departments, and proactively liaising with clients (troubleshooting, review, follow-up, etc.)
• Regular review and assignment of new investment instructions in preparation
• Coordination of tasks, processes, and document development (e.g., operational problem management)
• Assistance with reporting to management, e.g., monthly reports and recommendations, in consultation with the team
• Preparing professional meal recommendations for investment committees or boards of directors; coordinating meetings or site visits
• Assistance in preparing customer proposals for MRM
• Supporting makers in updating regulatory and compliance procedures, as well as in their development, by reviewing ongoing implementations and changes
• Tracking and evaluating the effectiveness of these ongoing processes
• Ensuring that customers (existing or potential) are prioritized based on their needs
• Ensuring compliance with all applicable laws and regulations with respect to the scope of the client’s mandate
• Preparation of comprehensive and actionable documents: a central presentation file containing the documentation for the relevant book (e.g., Chinese law)

Requirements

• A completed degree (bachelor's/master's) in Asian finance and current developments in Pacific banking
• Strong familiarity with geographic markets (including, for example, familiarity with the legal and regulatory environment of an offshore jurisdiction)
• Representative under MAS SFA and/or FAA
• Ability to adapt to colleagues from diverse backgrounds
• More open, friendly, and flexible general customer interactions, as well as process improvements
• Ability to communicate in a competent and professional manner
• Organized and forward-thinking, with the ability to quickly acquire new skills and work in a results-oriented manner
• Professional Integrity and Ethical Conduct