Assistant Relationship Manager, Private Banking - European Firm

Job duties:

• Support Relationship Managers in providing excellent client service and building long-term relationships based on trust and respect.
• Deliver accurate and efficient client and account administration, completing tasks on time.
• Follow all regulatory requirements, the Bank's Code of Conduct, and company policies.
• Ensure personal compliance with industry standards and regulatory requirements.
• Maintain high standards in client onboarding, investment advice, transactions, monitoring, account reviews, and documentation to meet all rules and regulations.
• Meet personal performance targets and participate in meetings and training.
• Understand clients' needs to match them with the organization's offerings.
• Handle daily client servicing efficiently, minimizing errors and complaints.
• Suggest portfolio opportunities to Relationship Managers and manage costs responsibly.
• Use the organization's platforms and resources effectively.
• Be punctual, handle calls, cover lunch duties, and provide backup for team members when needed.
• Train and support new team members.
• Assist with marketing events and functions.
• Represent the organization's culture and values in all interactions and behavior.
• Continuously improve your skills and knowledge, meeting regulatory training requirements.
• Communicate respectfully and maintain professional behavior at all times.
• Take on additional tasks or projects as needed.

Job requirements:

• 5+ years of experience in private banking ARM role
• Bachelor degree or above
• Native in Mandarin and fluent in English
• Mature mindset who can work independently