The Edge Partnership
立刻申请
Assistant Relationship Manager – Greater China Market | 人才服务办公室
2024-04-26 00:00:00发布
职位描述
This is an Assistant Relationship Manager role; you will be responsible for providing administrative and client service support to Greater China market.
- Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
- Respond to all client enquiries and instructions and provide resolution to most issues and requests.
- Monitor transactions and activities in client accounts
- Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
- Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
- Coordinate with Product Groups, Operations and other functional areas as necessary
- Always ensure adherence to internal and external regulations and policies
Qualifications
- Minimum 3-5 years of relevant experience in similar capacity
- Fluent in Mandarin both read and write is essential for the desk
- Bachelor degree or diploma from reputable institutions
- Excellent interpersonal, communication and client interfacing skills
Please contact Kelly Phun by emailing your cv directly in word format to [email protected]
Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.
EA License : 16S8131
Recruiter Licence: R1219710
其他细节
- 职位空缺来源
- eFinancialCareers
- 参考编号
- 20867376
- 发布日期
- 26 Apr 2024
- 关键词
- Private Banking & Wealth Management,Client Relations,Portfolio Management,Private Client