Assistant Relationship Manager, Private Banking

Our client is a global leading institution and they are looking for an Assistant Relationship Manager who has experienced serving high-net-worth clients . The role will be responsible for providing support to the Private Banking Relationship Managers team in order to pursue the team's goals in terms of client acquisition, client maintenance, client documentation, and any other supporting roles.

Responsibilities

• Support the RMs in daily operations, administration, and client servicing
• Assist the RMs with clients on-boarding documentation and operations according to the internal policy and regulatory guidelines
• Take investment orders from clients
• Assist in preparing and creating documents in English and Japanese for client and for internal meetings
• Handle administrative duties including scheduling and arranging client and internal meetings, making travel arrangements and business trips, and expense claim submission for the team members
• Ensure compliance and adherence to internal and external regulations and policies at all times

Requirements

• Relevant experience in sales support and operations within private banking
• Meticulous attention to quality and details
• Proficient in Microsoft Office products with advanced knowledge of financial analysis
• Advanced language proficiency in both English and Japanese (written and spoken) is required due to frequent detailed communication with Japanese clients. Fluency in Chinese is a plus.

Please reach out to Angel Fu at [Confidential Information] for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502

Registration No : R1983939