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Assistant Relationship Manager: Pivate Banking

  • Job type: Permanent
  • Location: Hong Kong
  • Salary: Competitive
  • Job reference: 209062/001_1554270794
  • Sector: Selby Jennings, Private Banking
  • Date posted: 03/04/2019


Marketing Associate/ Senior Marketing Associate

Position Purpose:

  • Executions and pre/post transactions processing
  • Client marketing support
  • Change management support
  • Administrative support


  1. Execution and Transactions Processing
  • Receive orders and instructions from clients
  • For certain products types, quote prices to clients
  • Executive pre-trade due diligence checks
  • Ensure orders are properly executed and proceeded including but not limited to proper voicelog, suitability & credit limit check
  • Capture executed deals in systems by cut-off time
  • Ensure accuracy of capture to avoid incidents and dealing errors

  1. Client Marketing Support

  • Appropriate understanding of client portfolio, background and investment needs
  • Coordinate and follow-up with invitees for marketing events
  • Organize clients meetings with RMs
  • Prepare documentations for client portfolio reviews and valuations
  • Assist RM to prepare meeting and presentation materials

  1. Change Management Support

  • Provide feedback to relevant parties to meet front office needs
  • Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes
  • Back up other MAs

  1. Administrative support
  • Answer clients' phone calls in a professional manner
  • Take care of queries from internal/ external parties
  • Assist managers in completing call reports
  • Assist managers in account opening and onboading process
  • Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions
  • Assist RMs to prepare internal and external meetings materials

  1. Control Aspect

  • Direct contribution to the Bank's operational permanent control framework
  • Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
  • Comply with regulatory requirements and internal guidelines
  • Responsible for reporting all incidents according to the Incident Management System


Qualification and Experience:

  • University graduate or equivalent
  • Minimum 4 years' working experience in finance and banking industry
  • Must fulfill the fit and proper criteria of relevant regulators
  • Has relevant license of HKMA Type 1 and 4

Essential Technical knowledge/Skills:

  • Familiar with investment products
  • Mandarin speaking is preferred

Competencies (Technical / Behavioral):

  • Client-focused with good communication skills
  • A team player with good initiative and team spirit
  • Good report writing skills
  • Familiar with Word Processing, Excel and PowerPoint
  • Familiar with Wealth Management systems
  • Relevant language skills
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