Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking
Core
Support Relationship Managers in providing differentiated service to high net-worth customers, overseeing the client account lifecycle, and ensuring KYC compliance.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Long-term relationships with Private Banking clients in Asia
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment regulated activities (Types 1 and 4), account lifecycle management, KYC compliance, transaction processing, customer relationship building, fund payment monitoring, loan disbursement instructions
Preferred skills
Building customer relationships
Technologies
N/A
Responsibilities
Support Relationship Managers in providing differentiated service to high net-worth customers, oversee the whole client account lifecycle from account opening to closure, ensure KYC process is completed on time and all documentation is accurate, collaborate with business support to ensure timely transaction processing, establish customer relationships and gain their confidence, assist Relationship Managers in daily maintenance of customer relationships, serve as customers' key contact point for initiating instructions and preparing loan disbursement
Seniority
Mid-level, client-facing IC