My client is a prestige European private bank who is known for good stability and friendly environment. It is now seeking a dynamic and motivated Assistant Relationship Manager (ARM) to join the team.
Job Responsibilities:
- Assist Relationship Managers in managing and growing client portfolios by providing comprehensive support and exceptional service.
- Address client needs and inquiries promptly, ensuring a high level of client satisfaction.
- Maintain accurate and up-to-date client records and documentation.
- Proactively monitor client's account status and report for any irregularities
- Execute trade transactions and ensure that all transactions are in compliance with the Bank's policies and legislative requirements
- Facilitate the account opening process for new clients, ensuring all required documentation is completed accurately and efficiently.
- Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and confidentiality.
Requirements:
- At least 6 years in client service in private banks
- Regulatory license is required ie. HKSI Licensing Examination Paper 1, 7 & 8)
- Familiar with wealth management products
- Customer-focused, self-motivated, and meticulous
- Strong analytical and problem-solving skills, with a keen attention to detail.
- A good team player
- Fluent in Chinese, English and Cantonese
