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Job ref no.: CT3114843-01#7029

Assistant Relationship Manager (Private Banking)

Elysian Executive Solution Limited

Benefits
  • 5-day week
  • Discretionary bonus
  • Medical plan

Our client is a leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. They are looking for a ARM to join their Greater China / Philippines Team/ EAM: 

Job Duties

  • Processes client payment orders, executes investment orders (securities, funds, bonds, MM / FX trades, structured/derivatives products)
  • Deals with client inquiries and provides solutions where possible
  • Manages diaries, books client meetings, assists with events preparation
  • Prepares for RM business trips;organises travels,preparing client presentations
  • Maintains client contact frequency and updates records
  • Ensures compliance with relevant regulatory requirements & bank policies/procedures,e.g.client documentation,client’s instructions, client on boarding etc.
  • Organizes team meetings, takes the minutes and follows upon action points
  • Identifies opportunities for share of wallet increases/cross sales 

Requirement

  • University degree in Finance, Economics or related discipline
  • At least 3 years of relevant ARM experience in Private Bank set up
  • Hands on knowledge of various banking system applications
  • Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc.)
  • Adequate knowledge of Financial Terminals (e.g. Bloomberg, Reuters)

    Our client offers competitive package and performance bonus. Interested parties please submit your resume by clicking Apply Now.

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More job information
Job ref no. CT3114843-01#7029
Salary
  • 30,000 - 45,000 / month
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 3 years - 8 years
Career Level
  • Middle management level
Education
  • Degree