about the company.
Our client is a renowned regional investment bank, providing a wide range of financial products and tailor-made wealth management solutions to Ultra High Net Worth Clients in the North Asia region. Due to its steady business growth, an Assistant Relationship Manager is needed to support their sales activities.
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about the job.
-You will support relationship manager on daily operations and follow-up on customer service issues with clients and internal departments
-You will support and execute a wide range of banking products, including structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans for clients.
-You will support Relationship Managers on client meetings and business trip arrangement and expense reimbursement.
-You will work closely with internal departments and external banks on the client on-boarding processes in terms of KYC, Due Diligence etc.
skills & experiences required.
Your previous experience in Relationship Manager support in Private banking will bring you closer to success in this role.
Solid experience in building customer relationships is an advantage.
You will have 2+ years of solid experience in client facing, sales support, client profiling, KYC diligence and other sales documentation.
(Fresh graduates with HKSI paper 1, 7 , 8 will also be considered)
You will be proficient in English, Cantonese and Mandarin. You are a well-structured individual with a keen sense to achieve sales targets.
You will hold valid Licenses of SFC 1, 4.
If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 6288 8911 / WhatsApp +852 6111 5660 or email morris.cheng@randstad.com.hk
