Assistant Relationship Manager

About The Job

Duties:

• Support relationship managers by providing high-quality service delivery to High Net Worth clients
• Executing a broad range of banking and investment tasks accurately and on a timely basis
• Ensure that all applications comply with company policy and regulatory requirements
• Responsible for account opening, performing KYC and due diligence, and working with internal departments to process account opening

Requirements:

• 3+ years of working experience in private banking and brokerage firms
• Good knowledge of investments, banking products, operational procedures and systems
• Familiar with trade flow from front to back office
• Excellent interpersonal, communication, work organization and client interfacing skills
• Strong language proficiency, verbal and written English and Mandarin