The Edge Partnership

Assistant Relationship Manager – Greater China Market | 人才服务办公室

2024-04-26 00:00:00发布

立刻申请

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

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