Assistant Relationship Manager, Greater China North Asia
Core
Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
Role type
Administrative support for Private Banking Relationship Managers
Builds
Client service support for Private Banking clients
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
Client servicing, Financial products knowledge, Interpersonal communication, Attention to detail, Cross-functional collaboration, Fast-paced environment adaptability
Preferred skills
CACS certification, Chinese language proficiency
Technologies
N/A
Responsibilities
Respond to client enquiries and resolve issues, Monitor client account transactions and activities, Maintain client data and reports, Schedule appointments and arrange meetings, Coordinate with Product Groups and Operations
Seniority
Mid-level, hands-on support