Join now

Assistant Relationship Manager (Hong Kong)

RESPONSIBILITIES:
•Provide comprehensive client support services to Team Leader / RMs in executing a broad range of banking and investment transactions for Private Banking clients
•Handle and resolve daily queries from clients, TL or RMs on transactional activity, operations, systems, account re-balancing processes etc
•Provide concise and relevant information flow and execute all client transactional and administrative needs accurately and on a timely basis (information flow and client requests might include but not be limited to exchange rate requests, referral letters)
•Assist with completing sales documentation and related processes e.g. client profiling / KYC diligence tagging with deal info for data capture and / or transaction processing systems
•Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.
•Comply with all applicable money laundering prevention procedures and, in particular, highlight suspicious activities/behaviour of clients and staff e.g. account irregularities and alert TL/RM of the suspicious transactions on a timely basis.

REQUIREMENTS:
•Degree educated along with 5+ years relevant working experience
•HKSI Licensing Examination Paper 1, 7 & 8 and /or License Person of Type 1 and 4 under HKMA / SFC
•Full commitment to and delight in outstanding client service
•Experience of sales assistant role in private banking sector
•Experience in servicing the affluent market and / or HNW segment an advantage
•Good knowledge of investments, banking products, operational procedures and systems
•Ability to analyse situations, prioritise and implement processes effectively
•Fluency in English, Cantonese and Mandarin

Hong Kong Forum

Our Global Partners