Assistant Relationship Manager

Job description

Tasks

• Client Administration & Management:
  • Supports Relationship Managers (RMs) and Group Heads (GH) in client interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
  • Customize customer requests (reporting, statistics, mailings, etc.)
  • Manages RMs/GH's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, meetings or business trips for RMs/GH
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities (client reception, meetings, business trips, events, etc.)
  • Ensures representation in your own absence
• Business Management:
  • Collects and regularly exchanges relevant information that is necessary for the work
  • Organizes self in an efficient and compliant manner and ensures that supervisors are informed in a timely and appropriate manner
  • Carries out checks, plans in advance and documents own work
  • Supports RMs/GH in the implementation of projects and initiatives
  • Provides professional input on suggestions for improvement based on experience, incidents or observations
  • Manages the expense report process for RMs/GH
• Risk Management & Controls:
  • Actively assists with risk management (first line of defense support), e.g. customer documentation, by raising concerns, tracking issues and escalating when in doubt
  • Ensures compliance with local regulations and compliance with internal policies and standards (e.g. opening of new accounts, payment instructions, review of client meetings or approval at own competence level, etc.) in cooperation with the respective RMs and GHs

Requirements

Personal and social skills

• Team player
• Excellent situational adaptability (able to work with RMs and clients from different backgrounds)
• Friendly, trustworthy and discreet personality with high risk awareness

Specialist knowledge

• Good affinity with the geographical market (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 global financial markets and current developments in the industry

Education and experience

• A good university degree in finance, economics or a related field
• At least 5 years of relevant experience in client support in private banking
• Understanding of selection and back office processes as well as legal and compliance procedures
• Proven track record of serving 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