Senior Assistant Relationship Manager - Financial Services

Senior Assistant Relationship Manager
Job Summary:
The Senior Assistant Relationship Manager (Senior ARM) is a key member of the team within Private Banking team. He/she supports the Relationship Manager, Team Head and our ARM in all tasks related to delivering excellent service to the clients.
Essentially, the ARM position is the first point of contact for the clients. Therefore, the ability to gain client's confidence and make positive, professional impression is a strong asset. In this context, strong interpersonal skills and a service-oriented mindset are essential.
Moreover, a senior ARM should be someone who can give a hand to our ARM in handling processes smoothly. This means he/she should have a positive mindset to act as a helper or leader.

Job Descriptions:

• Execute the client payment orders, execute securities, funds, bonds, and MM / FX trades as well as manage diaries, book client meetings, assist RM for events preparation.
• Prepare for RM business trips, organize travels, prepare client presentation, facilitate and organize team meetings, take the minute and follow up on action points.
• Maintain the accuracy of client contact records.
• Ensure that the work processes comply with local & internal regulations, such as client documentation, client instructions, etc.
• Assist RMs in achieving their targets on identifying opportunities for wallet share increment and cross sales, and by contacting clients to check their satisfaction with service levels.
• Provide support to existing and new ARM joiner to ensure smooth service delivery to client.

Qualifications:

• Bachelor's degree or higher in Business Administration, Finance and Banking, Accounting, Engineering, or related fields.
• At least 10 years of relevant experience in Private Banking, Brokerage, Investment.
• Must have IC complex License.
• Solid knowledge of Microsoft Office (e.g. Word, Excel, PowerPoint, etc).
• Proficiency command of written and spoken English.