Analyst to AVP, Assistant Relationship Manager, Private Banking
Core
Support Relationship Managers in providing differentiated service to high net-worth customers, establish customer relationships, and serve as the key contact point for initiating instructions and monitoring payments.
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 qualification (Types 1 and 4), customer relationship building, transaction processing, fund payment monitoring, loan disbursement instructions
Preferred skills
Experience in building customer relationships
Technologies
N/A
Responsibilities
Support Relationship Managers in providing differentiated service to high net-worth customers; Collaborate with business support and service providers 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 in initiating instructions and monitoring fund payment.
Seniority
Mid-level, hands-on IC