What will you do

Support RM in providing admin service to clients esp. of high visibility or complex requirements
Assist in providing updated market information to clients
Handle clients requests and instructions directly, including trade processing and inquiries on operational issues
May provide marketing support for RM, perform limited business prospecting activities, including client/prospect communication and seminar activities
Collect and prepare documentation for account opening, KYC and risk profiling
Work closely with internal partners on monitoring the entire trade processing, including system input, settlement, confirmation and remittance
Adhere to RBC policies and procedures thereby protecting the business from financial and reputational risk
Comply with relevant Group policies, consider and escalate the adequacy and effectiveness of the business controls on a regular basis
Follow operating procedures which include relevant controls to meet group and local policy requirements
Participate in projects assigned by Business Management (BM) team
Escalate client and risk issues to Team Head, BM or other members of FO mgmt. team where necessary
Preparation of RM's business trip and client meetings
Assist in other ad‐hoc projects and client related matters
Pre-agreed key deliverables of process change/improvement projects
Deputizing other ARMs on ad-hoc basis
Continuously upgrade of relevant skills and completion of CACS requirements on CPD hours
Administrative support and other duties as assigned by higher management
Effective management of KRIs

What do you need to succeed

Must-have

Degree or equivalent is required
The role would typically require 5 years of Assistant Relationship Manager experience in Private Bank
This role requires speaking to clients from North Asia, proficiency in Mandarin is essential
CACS Paper 1 and 2
Excellent communication and client servicing skills
Team Player
Self motivated individual with a positive change mindset
Excellent administrative and execution track records
Ability to provide organization and client focus solutions
Solid inter‐personal and communication skills
Advanced Bloomberg & Reuters
Strong knowledge in banking products especially in the WM space

Nice-to-have

Avaloq system knowledge is preferred

Assistant Relationship Manager