Assistant Relationship Manager - Private Banking

Recruiter
Selby Jennings
Location
Hong Kong, Hong Kong
Salary
Negotiable
Posted
12 Jun 2022
Closes
15 Jun 2022
Ref
14894013
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities
  • Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
  • Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
  • Assist the Banker in profiling, qualifying and converting prospects into the bank's clients.
  • Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
  • Handle and ensure client document and reporting comply with internal process standards.
  • Ensure full awareness of and adherence to the policy and procedures e.g. credit policy and operation procedures.
  • To comply with all applicable money laundering prevention procedures and, in particular, highlight suspicious activities/behavior of clients and staff e.g. account irregularities and alert
  • TL/RM of the suspicious transactions on a timely basis.
  • Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.

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