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 a key contact point for initiating instructions and monitoring payments.
Role type
Analyst to AVP, Assistant Relationship Manager
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 under SFO), relationship building, transaction processing, fund payment monitoring, loan disbursement instructions
Preferred skills
3+ years in private banking, solid 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 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
Mid-level (3 years experience required)