Our client is a Swiss boutique private bank. To cope up with their business, they are now inviting talented calibers to join their team in Hong Kong

Assistant Relationship Manager - Private Bank

Responsibilities

• Working closely with the PB to quickly and accurately process trade transactions within cut off times and following up on orders placed with other booking centres to ensure everything is in order.
• Working closely with PB to ensure availability of funds prior to transaction processing and signature / instruction verification procedures are followed without fail.
• Booking with clients and dealers, settlements as well as inputting the transactions
• Sort and review daily reports for PB's verification, assist in preparation of anti- money laundering reports.
• Prepare daily reports to monitor upcoming action e.g. maturing bonds, corporate actions etc and filling in order
• Liaise with Operations to ensure clients instructions are carried out, and to rectify any operational discrepancies if necessary.
• Advise clients that instructions have been carried out.
• Work together with PBs in meeting all compliance, operational and due diligence requirements.
• Comply entirely with company code of conduct and best ethical practices whilst maintaining strict confidentiality.
• Meeting clients who call at the office in the absence of regular PBs (together with a back-up PB) and accompany PBs on client calls when required to facilitate follow ups and prepare reports.
• Handling incoming enquiries from clients and periodic calculation of account performance
• Credit Applications: new and renewals and prepare credit proposals
• Assist in keeping track of PBs' AUMs & Revenues on a monthly basis
• Work with PB to ensure the Account opening documentation is prepared and completed correctly, verified and submitted for approval to local booking centre and to other booking centres.
• Prepare presentations, proposals, ad hoc reports and send out various promotion items to clients on request by PBs.

Requirements:

• Degree Holder in Finance, Business or related discipline
• SFC Type 1 holder is a must , Type 4 is an advantage
• Minimum 5 years of experience in banking/finance Industry, including 3 years of private banking Assistant Relationship Management record
  
• Fluent English, Cantonese, and Mandarin (preferred)
• Hands on experience of KYC and account opening procedures
• Strong knowledge on MS Office operating and Finance system : Bloomberg, Reuters
• Excellent interpersonal and communication skills, organisational skills, timeliness and accuracy and a positive attitude to work

Please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking “APPLY NOW”

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Asia Progress is a well-established and reputable boutique talent acquisition agency specialising in the Banking & Finance industry. We firmly believed in providing exclusive and bespoke talent search to our clients and career advice to our candidates. 

Equipped with solid experience in recruiting for all levels, we have successfully developed an established and renowned practice. Our reputable network in the Banking & Finance industry is what makes us stand out from our competitors and enables us to remain competitive yet at the same time providing professional talent search and career advice.

For enquiries and contact details, please visit: www.asiaprogress.com.