ARM, Private Banking (Taiwanese Market)

- Familiar with trade execution

- Respsonsible for KYC, Account opening for Taiwanese clients

Client Details

We are seeking an Assistant Relationship Manager to join our Private Bank's Taiwan Team. As an Assistant Relationship Manager, you will provide support to Relationship Managers in managing and servicing private banking clients. The ideal candidate will have a strong background in private banking, with expertise in trade execution, account opening, and fluent Mandarin language skills to cater to our Mandarin-speaking clients.

Description

1. Client Servicing:

- Assist Relationship Managers in providing excellent service to private banking clients.

- Act as a point of contact for clients, addressing their inquiries and requests promptly and professionally.

- Maintain accurate client records and ensure compliance with regulatory requirements.

2. Trade Execution:

- Work closely with Relationship Managers and the trading desk to execute client trades efficiently and accurately.

- Monitor trade settlement and ensure timely resolution of any issues.

- Stay updated on market conditions and provide clients with relevant trade execution advice.

3. Account Opening and Onboarding:

- Assist in the account opening process for new clients, ensuring all required documentation is collected and compliance procedures are followed.

- Facilitate the onboarding of new clients by coordinating with various internal departments.

- Conduct due diligence checks on clients in accordance with regulatory and internal policies.

4. Relationship Management Support:

- Prepare client presentations, reports, and other documentation as required by Relationship Managers.

- Help prepare and participate in client meetings and reviews.

- Coordinate with internal teams to resolve client inquiries and provide solutions to client needs.

5. Mandarin Language Support:

- Communicate effectively with Mandarin-speaking clients, both verbally and in writing.

- Translate and interpret documents between Mandarin and English as needed.

- Assist in building and maintaining relationships with Mandarin-speaking clients.

Profile

- Over 5 years of experience in private banking, with a focus on client servicing and trade execution.

- Strong knowledge of private banking products, services, and operational processes.

- Familiarity with trade execution platforms and systems.

- Fluent in Mandarin and English, with excellent written and verbal communication skills.

- Ability to build rapport and maintain relationships with high-net-worth clients.

- Detail-oriented with strong organizational and time management skills.

- Proficient in MS Office applications, particularly Excel and PowerPoint.

- Knowledge of regulatory requirements and compliance standards in private banking.

- Bachelor's degree in Finance, Business, or a related field.

Job Offer

Good culture and career prospect

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Hayley Law on +852 3412 4814.