Assistant Relationship Manager

Job description

Main tasks and responsibilities

• Introduces the bank and its banking services to potential customers.
• Supports the Relationship Manager in achieving business objectives such as NNA/sales targets.
• brand and offers comprehensive private banking services to meet different wealth management needs.
• Performs KYC/AML due diligence on clients to ensure compliance with the Bank's general directives and ongoing periodic reviews.
• Reviews the Investment Risk Profile Questionnaire with clients to ensure and update suitability of investment products, risk tolerance and investment experience.
• Communicates and coordinates with the bank's investment units, such as Treasury, EFG Asset Management and Global Product Unit, to provide product information and market commentary to clients.
• Closely monitors client portfolios and account activity to ensure compliance with internal policies and external regulations.
• Prepares and maintains proper records, including account documentation, CIP, IRPQ, credit applications and relevant documents, trades and call reports, etc.
• Accepts, confirms and executes client instructions for investments, including money market, securities, mutual funds and FX transactions.
• Communicates and coordinates with the credit department to ensure that all customer credit applications are properly processed.
• Attends internal/external training/meetings when possible and required and ensures eligibility and proper implementation requirements (such as CPT requirements, AML training, fraud training and compliance certification) are met.
• Performs general ad hoc tasks such as routine follow-up and administrative work.
• Assists with ad hoc IT projects to improve or upgrade current IT systems where required.
• Deputizes for other Assistant Relationship Managers when necessary.

Requirements

• University degree
• Preferably 2-3 years of experience in private banking
• Fluent in English, Cantonese and Mandarin

We offer