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.
Candidates without prior Assistant Relationship Manager (ARM) experience may still be considered for other suitable roles within the firm.
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 4 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
