- Hong Kong Island Hong Kong Hong Kong
全职 Assistant Relationship Manager, Private Banking 工作, 薪水, ManpowerGroup Hong Kong 公司招聘中 - Ricebowl
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职位描述
岗位职责
Key Responsibilities
- Provide comprehensive administrative and operational support to Relationship Managers.
- Assist in managing client account opening, maintenance, and documentation processes.
- Prepare client meeting materials, portfolio reviews, and investment-related documentation.
- Coordinate client instructions, transactions, and service requests with internal stakeholders.
- Monitor account activities and ensure timely follow-up on client inquiries.
- Support KYC, AML, and periodic review processes in accordance with regulatory requirements.
- Maintain accurate client records and documentation.
- Liaise with investment, product, operations, and compliance teams to facilitate client needs.
- Assist in preparing management reports and sales activity tracking.
- Ensure high-quality client service and contribute to a positive client experience.
- Bachelor's degree in Business, Finance, Economics, or a related discipline.
- 1-3 years of experience in private banking, wealth management, retail banking, or financial services.
- Knowledge of banking products, investment products, and regulatory requirements is preferred.
- Familiarity with KYC/AML procedures and account documentation.
- Strong organizational skills with keen attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
- Fluency in Cantonese, English and Mandarin is required
重要安全守则
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