Assistant Relationship Manager, Private Wealth Management

Job Responsibilities:

• Provide comprehensive sales and service support to Relationship Managers for consolidated banking customers.
• Maintain good relationship with own clients and cultivate client needs on products  & services.
• Adhere to internal guidelines while ensuring data confidentiality.
• Understand clients' risk profiles and act as a gatekeeper to ensure compliance with sales processes, including RPQ, annual PI reviews, AML, KYC, and more.
• Maintain complete, accurate, and up-to-date client profiles and documentation.
• Respond promptly to client inquiries and instructions, and follow up on outstanding issues and requests.
• Prepare and monitor credit reviews, line excess, and collateral positions, prepare account review materials for RM or IC review on a regular basis.
• Proactively alert Relationship Managers and relevant parties when special actions are required.
• Meet personal sales targets and assist in achieving overall sales and service objectives.

Job Requirements:

• Bachelor’s degree or above.
• Possess HKIA & HKSI qualifications.
• Minimum 1-2 years of relevant sales and customer service experience in banking industry.
• Good service orientation, attentive to details and diligent.
• Proactive approach with excellent communication and interpersonal skills.
• Proficient in computer skills and effective communication.
• Good command of Mandarin, Cantonese, and English.