Assistant Relationship Manager – Private Banking

Responsibilities: To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation. To cover client enquiries, clients’ account transactions monitoring. To cover a range of banking and investment transactions including but not limit to equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments etc… Serve as customers’ key contact person, monitoring customer’s instructions, fund payment, and loans disbursement inst

TalentQuest HR Limited - Hong Kong - Full time

Salary: Work-life Balance

Responsibilities:

  • To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation.
  • To cover client enquiries, clients account transactions monitoring.
  • To cover a range of banking and investment transactions including but not limit to equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments etc…
  • Serve as customers key contact person, monitoring customers instructions, fund payment, and loans disbursement instructions

Requirements

  • Degree holder or above in any disciplines.
  • 3+ years of relevant working experience in PB
  • Strong knowledge in private banking products and services, operational procedures and systems
  • Excellent communication and interpersonal skills
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23258150

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