Assistant Relationship Manager (Hong Kong)
•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.
•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