Assistant Relationship Manager

About the Role

• The Assistant Relationship Manager (ARM) for Private Banking supports the new Relationship Managers on our team by providing client services and delivering personalized banking solutions to our retail clients.
• This position is not remote.
• Location: Hong Kong
• Full-time

Credit Administration & Management

• Provides support to RM/BR in client onboarding and all related credit processes, reviews, loan documents, etc., while maintaining high-quality standards and service requirements.
• Coordinate client requests, including rebalancing, transactions, and other service requests, for our client base.
• Supports clients and senior colleagues.
• Develops plans, including detailed business plans, and assumes responsibility for new initiatives or areas of expertise in collaboration with the respective Head of IRM.
• Ensures client retention and the documentation of client retention services for the corresponding year in an ARS (SAR).

Business Performance

• Develops and manages relevant behavioral measures for the job.
• Stays informed about all of the company's standards and applicable regulations.
• Coordinates meetings, plans, and documents both in-person interactions and online interactions.
• Supports the preparation of annual meetings, including requirements, report structure, and presentations.
• Prepares support reports for HR, compliance, and regulatory matters as directed by the team.

Risk Management & Controls

• Supports work within key processes (e.g., maintaining documentation, monitoring, and following up on issues, including those that are pending and/or require special consideration).
• Ensures compliance with local regulations and with client expectations and standards (e.g., know your customer, AML, etc.).
• Supports the review process and is familiar with the respective Head of IRM.
• Supports collaborative and functional monitoring through compliance monitoring.
• Ensures that documentation of client retention services is maintained for the client and/or customer in the corresponding year in accordance with ARS (SAR).

Requirements

• Proven ability with significant commercial experience, i.e., familiarity with internal risk management processes and/or other relevant organizational standards.
• Understanding of how various organizational standards interact.
• Basic knowledge of global financial markets and current trends in the industry.
• Well-versed and holding a degree in finance, economics, or a related field.
• In-depth knowledge of relevant client service requirements for Business Review, as well as an understanding of operations and field office processes in accordance with legal and compliance procedures.
• A proven track record of achieving sustainable growth, sales, market share, reputation, and/or value for executive stakeholders.
• A strong academic record and additional expertise in banking systems.
• Familiarity with and knowledge of financial products and investment products.
• Inconsistent business and organizational culture, and a team player for complex and technical processes.