Assistant Relationship Manager

Employer
Cachet Asset Management Limited
Location
Hong Kong, Hong Kong
Salary
Negotiable
Posted
Dec 24, 2020
Closes
Jan 06, 2021
Ref
9157354
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Responsibilities:
  • Provide support on maintaining systems and controls to ensure the company complying with rules and regulations in accordance with SFC Code of Conduct and guidelines.
  • Observe internal guidelines and maintaining data confidentiality.
  • Assist in account opening logistic
  • Respond and follow up on clients' enquiries and instructions.
  • Work closely with private bankers on daily basis to ensure client's instruction has been carried out.
  • Prepare account review materials on regular basis.
  • Provide administrative and client support to Relationship Managers, include maintaining and updating client transaction records/reports as well as client data
  • Involve in various projects and other ad hoc assessment and reports as required.


Qualifications:
  • Bachelor holder in Accounting / Finance or related disciplines
  • Minimum 1-2 years' related experience in client service, operations or sales support within financial institutions
  • Good knowledge of investments, banking products, operational procedures and systems
  • Knowledge in credit, sales and marketing is preferable
  • Analytical, meticulous, sensitive to details and odds
  • Excellent communication and customer service skills
  • Strong analytical skills, multi-tasking and time management
  • Completion of HKSI Paper 1, 7 & 8 certification; CFA or equivalent is a plus
  • Proficiency in Microsoft Excel in preparing financial analysis and reports
  • Excellent command of spoken and written English and Mandarin/Cantonese Chinese

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