全职 Assistant Relationship Manager 工作, 薪水, Selby Jennings 公司招聘中 - Ricebowl

• Provide day-to-day support to Relationship Managers in managing client relationships and portfolios.
• Act as a key point of contact for client servicing requests, transaction inquiries, and account-related matters.
• Execute and process client instructions relating to account opening, cash transfers, securities trading, foreign exchange, and other banking transactions.
• Coordinate with internal stakeholders including Operations, Compliance, KYC/CDD, Credit, and Product Specialists to ensure timely resolution of client requests.
• Prepare client meeting materials, portfolio reviews, investment proposals, and presentation decks.
• Ensure all client documentation, account maintenance, and KYC reviews are completed in accordance with regulatory requirements.
• Monitor and follow up on outstanding client documentation and periodic account reviews.
• Support RMs in identifying opportunities for asset growth, revenue generation, and client acquisition.
• Maintain accurate records within CRM and internal banking systems.
  
  

• Bachelor's degree or Diploma in Business, Finance, Banking, or related discipline.
• 2-8 years of experience in Private Banking, Wealth Management, Priority Banking, or a client servicing environment.
• Sound understanding of private banking products and processes.
• Strong knowledge of KYC, AML, and regulatory requirements.
• Excellent communication and stakeholder management skills.
• Proficiency in English; additional Asian language capabilities (e.g., Mandarin, Japanese) may be advantageous depending on client coverage.
• Strong attention to detail and ability to work in a fast-paced environment.
  
  

• Experience supporting SEA, South Asia, North Asia, or Greater China market teams.
• Familiarity with account opening, documentation review, and transaction processing.
• Client-centric mindset with strong interpersonal skills.

Ability to multitask and work closely with senior bankers and cross-functional teams.

If you are interested, apply online today. We regret to inform that only suitable candidates will be contacted for further discussion.

Selby Jennings is a Trading Style of Phaidon International (License number R23114404)