Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Support Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, customer care and relationship management
• Interaction with internal and external stakeholders, provision of relevant information for customers

Your main tasks

Client Administration & Management

• Support RMs/GHs in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the calendar of RMs/GHs, preparing client meetings, organizing business trips, completing the follow-up of client meetings or business trips for RMs/GHs
• Compilation of presentations, support in the preparation of investment proposals and marketing activities (customer receptions, meetings, business trips, events, etc.)
• Ensuring coverage in your own absence

Business Management

• Regular collection and exchange of relevant information required for the work
• Organizing oneself in an efficient and compliant manner and ensuring that superiors are informed in a timely and appropriate manner
• Carrying out reviews, planning in advance and documenting your own work
• Supporting RMs/GHs in the implementation of projects and initiatives
• Providing professional suggestions for improvements based on experience, incidents or observations
• Management of the expense reimbursement process for RMs/GHs

Risk Management & Controls

• Active support in risk management (first line of defense support), e.g. in customer documentation, by raising concerns, tracking issues and escalating when in doubt
• Ensure compliance with local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, review of client meetings or approval at own competence level etc.) in cooperation with the respective RMs and GHs
• Ensuring the timely clarification of pending issues and escalated defects
• Ensuring appropriate ethical and compliant behavior in his area of responsibility
• Ensuring correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tools (e.g. CRM, DIAS)

Requirements

• Sound affinity with the geographic markets covered, i.e. familiar with the legal and regulatory environment and cultural awareness
• Good understanding of relevant products and services in private banking
• Basic knowledge of the global financial markets and current developments in the industry

Education and experience

• A good university degree in finance, economics or a related subject
• At least 5 years of relevant experience in client support in private banking
• Understanding of execution and back office processes as well as legal and compliance procedures
• Proven experience in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)
• Practical knowledge of various banking application systems
• Adequate knowledge of financial terminals (e.g. Bloomberg, Reuters)
• Fluent in English and Chinese (Cantonese and Mandarin)
• Relevant regulatory license from HKMA / SFC

We offer