Assistant Relationship Manager

Key Responsibilities:

• Generate and maintain Sales reports for the department and the Relationship Managers.
  
  
• Conduct Know Your Customer (KYC) and assist with client onboarding
• Handle account maintenance, periodic reviews
• Support Relationship Managers on trade transactions and facilitate coordination within the sales team.
  
  
• Assist the Relationship Managers in liaising with the trade team for trades execution if required.
  
  
• Liaise with Marketing department to coordinate clients' events.
  
  
• Perform other administrative duties as assigned.
  
  

Requirements:

• At least 1 year of documentation support experience in Financial Institution.
  
  
• Proficient in using Microsoft excel.
  
  
• Attention to detail and good follow up skills.
  
  
• Beside English, ability to communicate in Chinese language for the managing of Chinese speaking clients.
  
  
• Strong sense of initiative, ability to multitask and is well organised.
  
  
• Strong verbal and written communication skills.
  
  
• Ability to build basic Macros in Excel.
  
  
• Basic understanding on financial products.