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Assistant Relationship Manager, HK/ China/ Taiwan/ International Market (Foreign Private Bank)

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Assistant Relationship Manager, HK/ China/ Taiwan/ International Market (Foreign Private Bank)

PineSearch Consulting
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Job Highlights

  • Coordinate
  • Excellent communication and interpersonal skill
  • Support

About the job

Our client is a foreign private bank. They are now looking for a Assistant Relationship Manager (ARM) in various of markets.



Key Responsibilities

  • :Assist RMs in managing client relationships, ensuring high levels of client satisfaction
  • .Handle client inquiries and requests promptly and efficiently
  • .Prepare and process client documentation, including account opening, KYC, and due diligence checks
  • .Monitor and track client transactions, ensuring compliance with regulatory requirements
  • .Coordinate with internal departments to facilitate smooth processing of client instructions
  • .Support RM in preparing credit proposals and other financial documentation
  • .Conduct market research and prepare marketing materials for client meetings
  • .Maintain accurate and up-to-date client records and financial spreadsheets
  • .Act as a backup for RMs during their absence, ensuring continuity of service
  • .Ensure adherence to the bank’s policies and procedures, including AML and risk management guidelines


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Role Requirement

  • s:Bachelor’s degree in Finance, Banking, or a related fiel
  • d.Minimum of 5 - 8 years of experience in a similar role within the banking secto
  • r.Strong knowledge of banking products and services, including foreign exchange, bonds, equities, and derivative
  • s.Familiarity with regulatory requirements and compliance procedure
  • s.Excellent communication and interpersonal skill
  • s.Strong analytical and problem-solving abilitie
  • s.Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook
  • ).Ability to work independently and as part of a tea
  • m.Stable career pat


h.

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 5 years - 10 years
Career Level
  • Middle management level
Education
  • Degree

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