Assistant Relationship Manager, Asia
Core
Supports Relationship Managers and Team Heads in daily operations, client administration, and management within Private Banking.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client service operations and administrative support for Relationship Managers
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client administration, calendar management, presentation compilation, expense claim processing, risk management support, regulatory compliance, CRM tool usage
Preferred skills
Knowledge of global financial markets, cultural awareness of target geographic markets, understanding of Private Banking products
Technologies
CRM, DiAS
Responsibilities
Support RMs in client interaction and administrative tasks, customize client requests and compile presentations, manage expense claims, ensure regulatory compliance and risk management, document client interactions
Seniority
Individual Contributor, Support Level