JOB DESCRIPTION
- Assist the Relationship Managers with maintaining and further developing existing clients designated under their care.
- Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible.
- Ensure clear and proactive communication within the team, as well as support the Relationship Managers on crafting their communications and provision of service to clients.
- Assist the Relationship Managers with the development of client management strategies to assist in the alignment of business service provision to client needs and expectations.
- Participate in the account meetings/reviews with clients (on and offshore) alongside the Relationship Managers; Prepare all materials (including valuation reports, etc) needed for such meetings and assist in taking the minutes/call notes for such meetings.
- Ensure the efficient execution of client orders, trouble shooting, damage control & liaison with the platform banks and proper adherence to all relevant compliance requirements.
QUALIFICATIONS AND COMPETENCIES
- Candidates must accept this position as a "long term career" commitment and not as a "job" they can often change.
- Candidates have worked with investment instruments: Equities / Fixed Income / Funds/Asset Management / FX/MM / Hedge Funds / Securities / Commodities.
- Candidate preferably possess at least Bachelor's Degree/ Post Graduate Diploma/ Professional Degree in any field and have passed CACS/module 3 IBF exams.
- Required language(s): English, Chinese (Written and oral Mandarin required while Cantonese would be an asset) to be able to liaise with clients.
- At least 2 years of related working experience in a bank or fund management company, preferably in the upper middle position in operations department or as an Assistant Relationship Manager in Private/Personal banking. We also accept mid-career change bankers, who may come from different banking background or even non-directly relevant industry but have a great client servicing capability and relationship building skill.
- Required Skill(s): Investment Transaction Settlement, Client Servicing/Relationship management, On-boarding/KYC of clients, Financial Analysis, Investment Portfolio Construction experience.
- Competent working experience on Microsoft Outlook Email System, Excel Spreadsheet, Words, PowerPoint Presentation and able to type in Chinese.
