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Assistant Relationship Manager - Wealth Management Department Job Opening In Hong Kong, Hong Kong – Now Hiring CMB International Capital Corporation Limited


Job description

Posted byRecruiter

Job Description:

  • Work closely with Relationship Managers to provide assistance in client management and services
  • Act as the primary point of contact for selected clients, including managing daily administrative tasks, client servicing and ensure properpliance guidelines
  • Assist in client account opening, trade execution and account periodic review
  • Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions
  • Ensure strictpliance and legal guidelines are adhered to with all internal policies and external regulations
  • Skills and Qualifications:

  • 1-3 years’ experience in relationship management assistant or similar
  • Strong analytical, prioritization,munication skills and problem solving skills
  • Previous wealth management experience preferred
  • Preferred Qualifications:

  • Bachelor's Degree in Business Administration or related field 
  • Master is a plus
  • Work closely with your RM and be responsible to assist in serving the clients 
  • Act as the primary point of contact for a selection clients, including managing daily administration, client servicing and attend topliance requirements.
  • Assist clients in account openings, trade execution, periodic reviews, and administrative support.
  • Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions, etc
  • Ensure strictpliance and legal guidelines are adhered to with all internal policies and external regulations.
  • Required Skill Profession

    Business Operations Specialists


    • Job Details

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at CMB International Capital Corporation Limited adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying Hong Kong laws and regulations

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