PB Senior Assistant Relationship Manager

Job Responsibilities:

1. Support relationship managers in building, maintaining cordial client relationships and providing quality client services.
2. Act as the primary point of contact for relationship manager for client enquiries, administrative support, documentation in compliance with the regulatory requirements and internal policies and guidelines.
3. Assist relationship managers to prepare investment market updates and presentation materials for prospects and existing clients.
4. Assist relationship managers to conduct ongoing portfolio monitoring to facilitate rebalancing and transaction orders.
5. Attend client meeting with Relationship Manager and assist in document preparation and other tasks assigned.
6. Assist in client onboarding,?perform KYC and due diligence, and collaborate with internal departments to process account opening.
7. Mentor and train new team members
8. Provide ad-hoc supports as required.

Job Requirements:

1. Education: University degree in banking, business management and finance related disciplines.
2. Experience: Minimum 5 years of work experience and exposure in relationship management, development of marketing plan and customer relationship management preferred.
3. License holder of securities (HKSI) and insurance (IIQE) and fulfillment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance and Insurance Ordinance strongly desired.
4. Strong sales and customer orientation, with ability to communicate effectively and create connection with others.
5. Proficiency in both English and Chinese, fluency in Putonghua ad advantage.