Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking
Core
Support Relationship Managers in providing differentiated service to high net-worth customers and oversee the whole client account lifecycle from opening to closure.
Role type
Analyst to AVP, Assistant Relationship Manager, Treasures Private Client
Builds
Long-term relationships with Private Banking clients in Asia through wealth management, investment, and financial solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment regulated activities (Types 1 and 4 under SFO), customer relationship building, account lifecycle management, KYC compliance, transaction processing, fund payment monitoring, loan disbursement instructions
Preferred skills
Experience in client-servicing or support roles within private banking or wealth management
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, maintenance to closure; Ensure KYC process is completed on time and all documentation is accurate, compliant, and finalized; Collaborate with business support and service providers to ensure timely transaction processing; Establish customer relationships and deliver customer-focused solutions; Assist Relationship Managers in the daily maintenance of customer relationships; Serve as customers' key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions
Seniority
Analyst to AVP (entry to mid-level IC)