Assistant Relationship Manager Assistant Relationship Manager …

Cachet Asset Management Limited
in Hong Kong
Permanent, Full time
Last application, 23 Nov 21
Negotiate
Cachet Asset Management Limited
in Hong Kong
Permanent, Full time
Last application, 23 Nov 21
Negotiate
Posted by:
HR Team • Recruiter
Posted by:
HR Team
Recruiter
Overview: Establishing relationship of trust with our high net worth (HNW) clients, consulting on asset management and preservation

Job Description

  • Attend to the Relationship Manager(s) and client instructions in an efficient and professional manner at all times
  • Update the Relationship Manager(s) on any arising client issues, ensure timely follow up on pending documents
  • Prepare account opening documents and maintain rigid control on account documentation and compliance standard for the Relationship Manager(s)
  • Comply with the internal directives and policies with particular emphasis on due diligence, money laundering and procedures in order to protect the firm’s interest
  • Maintain client data and reports
  • Responsible for proper system and file maintenance
  • Provide administrative support to the Relationship Manager(s)

Requirements:

Knowledge / skill:

  • Experience in sales assistance operations at financial institutions (trust banks, securities companies, etc.)
  • Understand and comply with laws, regulations, and internal rules (KYC, AML, FATCA, etc.)
  • Business manners knowledge (Business letter creation, telephone response, clients response etc.)
  • Intermediate level English ability (general communication can be taken)

 

Behavioral characteristics:

  • Those who can positively and smoothly communicate with internal staff and clients 
  • Those who has ability and willingness to discover and solve tasks by themselves
  • Those who can give fine consideration to client service
  • Team player and details oriented
  • Degree holder, preferably with 2-3 years relevant work experience in Banking /financial markets environment and have a good understanding of different financial products
  • Attention to details and ability to work well under pressure
  • Customer-orientated, excellent interpersonal, communication, presentation, and facilitation skills
  • Excellent command of English and business proficiency in Mandarin is must
  • Knowledge of Microsoft Office applications (Word, Excel and PowerPoint, etc.). Experience with use of the Bloomberg Terminal and financial database or similar products is a plus
  • HKMA/SFC license holder
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