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Assistant Relationship Manager

Aquis Search
Hong Kong
Posted 3 days ago Permanent Competitive
A
Posted by
Anthony Liu
Recruiter
Our client is the largest family-owned private banking & asset management group in the world & is an international financial services provider. They are looking for an ARM to provide 1:1 support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.

 

  • Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
  • Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks
  • Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes.
  • Maintain personal ‘Fit & Proper’ requirements and always fulfil industry competence/regulatory/notification requirements.
  • Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations.
  • Meet individual targets as per own BSC and attend all relevant meetings/trainings.
  • Understand the profile/needs of clients well to be able to match the firm’s offering with client requirements.
  • Meet the day-to-day servicing requirements of all clients (eg execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).
  • Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.
  • Understand and use the firm’s platform and offering responsibly, ensuring resources (eg Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
  • Be punctual, attend phones calls, cover lunch duty and backup other ARMs (expected and unexpected absences as assigned) in a prompt, efficient and professional manner.
  • Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.
  • Support of marketing events/ functions.
  • Serve as a brand ambassador for the culture and values of the firms during interaction with clients/stakeholders and in public behaviour.
  • Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., to discharge your role/duties in a satisfactory manner.
  • Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behaviour in day-to-day business.
  • Handle/support any additional task/ad hoc project as required/assigned.
Job ID  40163
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