Assistant Relationship Manager (Floater), Private Bank

Responsibilities: Prepare account documentation, onboarding, account reviews and documentation of client interactions with full compliance to internal procedures and regulatory requirements Execute client instructions including trade execution and ensure minimal errors Interact and communicate with all stakeholders (internal/ external) Requirements: 7-10 years working experience within Private Banking sector Fluency in English and Mandarin is mandatory Proficient in MS suite including Word, Exce

Aquis Search - Hong Kong - Full time

Salary: Competitive

Responsibilities:

  • Prepare account documentation, onboarding, account reviews and documentation of client interactions with full compliance to internal procedures and regulatory requirements
  • Execute client instructions including trade execution and ensure minimal errors
  • Interact and communicate with all stakeholders (internal/ external)

Requirements:

  • 7-10 years working experience within Private Banking sector
  • Fluency in English and Mandarin is mandatory
  • Proficient in MS suite including Word, Excel, PowerPoint and Chinese word processing
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