Job Summary:
As an Assistant Relationship Manager in our Wealth Management team, youll play a pivotal role in delivering an exceptional client experience. Acting as the trusted first point of contact, youll support Relationship Managers in providing seamless, high-quality service to our valued clients.
This role is perfect for someone who thrives in a dynamic, client-focused environment, enjoys building strong relationships, and takes pride in creating positive, lasting impressions. If you have excellent interpersonal skills, a proactive mindset, and a passion for service excellence, wed love to have you on our team.
Job Descriptions:
- Execute the client payment orders, execute securities, funds, bonds, and MM / FX trades as well as manage diaries, book client meetings, assist RM for events preparation
- Prepare for RM business trips, organize travels, prepare client presentation, facilitate and organize team meetings, take the minute and follow up on action points
- Maintain the accuracy of client contact record
- Ensure that the work process always complies with local & internal regulations, e.g. client documentation, client instructions, etc.
- Assist RM in achieving their targets on identifying opportunities of wallet share increment & cross sales as well as contact clients to check the satisfaction with service levels
Qualifications:
- Bachelors degree or higher in Business Administration, Finance and Banking, Accounting, Engineering, or related fields
- At least 2-5 years of relevant experience in Private Banking, Brokerage, Investment
- Must have IC Complex 1 License
- Solid knowledge of Microsoft Office (e.g. Word, Excel, PowerPoint, etc.)
- Proficiency command of written and spoken English
- Knowledge of Bloomberg system will be a plus
What Youll Gain
- Client Relationship Expertise: Hands-on experience working with high-net-worth individuals and understanding their unique financial needs.
- Professional Growth: Exposure to wealth management strategies and the opportunity to learn from seasoned Relationship Managers.
- Prestige & Network: Build strong connections in the world of private banking and gain insights into the luxury financial services industry.
- Skill Development: Enhance your communication, problem-solving, and client service skills in a fast-paced, high-standard environment.
