about the company.
This prestigious private bank is known for its personalized wealth management and investment solutions for high-net-worth individuals. With a strong global presence and a client-centric approach, the institution emphasizes sustainable investing and exceptional service. Currently, they are seeking an Assistant Relationship Manager (ARM) to join their dedicated team and support their commitment to excellence in client relations.
about the job.As an Assistant Relationship Manager (ARM), you will serve as the primary point of contact for clients, addressing inquiries and facilitating order placements promptly to ensure high levels of client satisfaction and retention. You will act as a gatekeeper for AML, KYC, and product suitability processes, ensuring compliance with regulatory and internal standards. Additionally, you will provide comprehensive administrative support to Relationship Managers, which includes maintaining and updating client transaction records, scheduling appointments, preparing correspondence, organizing travel arrangements, and coordinating meetings and receptions. Your role will also involve executing a wide range of banking and investment tasks accurately and in a timely manner, ensuring that all client requests and transactions are processed efficiently.
... skills & experiences required.
- Minimum of 10 years of client service experience in private banking.
- Strong knowledge of financial products.
- Team player with excellent communication and computer skills.
- Fluent in Mandarin and able to type in Simplified Chinese for Greater China Markets.