Assistant Relationship Manager

About the Role

• The Assistant Relationship Manager (ARM) Private Banking supports our new Relationship Managers of our team with client servicing and delivery of personal banking solutions to our retail clients.
• This role is not remote.
• Location: Hong Kong
• Full time

Credit Administration & Management

• Supports RM/BR in client onboarding and all related credit processes, reviews, loan documents etc. with high quality standards and service requirements.
• Coordinates client requests including, rebalancing, transactions & other service requests to our client base.
• Supports Clients & senior colleagues.
• Develops plans, including detailed business plans with responsibilities for new or an area of competence in collaboration with the respective Head of IRM.
• Ensures client retention and retention documentation of client retention services in the corresponding year to an ARS (SAR).

Business Performance

• Develops and manages relevant behavioral measures for the job.
• Maintains awareness of all of the company's standards and appropriate regulations.
• Coordinates meetings, plans and documents the face to face and the network.
• Supports the preparation of annual meeting the requirements, report structure or presentation.
• Prepares support reports for HR/HR, compliance and regulatory matters in order of the team.

Risk Management & Controls

• Supports working within key processes (e.g. in place documentation, in terms of monitoring, following up on issues with its outstanding and/or special considerations).
• Ensures compliance to local regulations and compliance with client expectations and standards (e.g. know your customer, AML, etc.).
• Supports the review process and to know the respective Head of IRM.
• Supports collaborative and functional monitoring through compliance monitoring.
• Ensures client's and/or customer retention documentation of client retention services in the corresponding year to an ARS (SAR).

Requirements

• Proven ability with significant commercial experience, i.e. familiarity with internal risk management processes and/or other relevant organizational standards.
• Awareness of the interaction of various organizational standards.
• Basic knowledge of global financial markets and current developments in the industry.
• Well-versed and degree in Finance, Economics or related degrees.
• In-depth knowledge of relevant client service requirements for Business Review as well as understanding the operation and field office processes as per legal & compliance procedures.
• Proven track record of achieving lasting growth, sales, market share, reputation and/or executive stakeholder value.
• Strong academic record of further banking systems expertise.
• Familiar and knowledge of Financial Products & Investment Products.
• Inconsistent business and organizational culture and team player for complex and technical processes.