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RM Assistant

BDO LifeCentral, Hongkong Island, PH

23 days ago

Job description

The Relationship Manager Assistant will be responsible in supporting the Relationship Manager in administrative areas such as account solicitation, account servicing, transaction processing, report generation, and sales / account information management in a timely manner and in alignment with prescribed bank policies and procedures, internal control, external regulatory requirements and compliance to service standards.

Duties and Responsibilities :

Send project proposals and set appointments with prospective clients
Prepare and maintain records and reports
Ensure receipt of complete pertinent documents

Qualifications :

Bachelor’s Degree graduate in Finance, Business administration or related disciplines with at least 3 years experience in the financial industry

Strong knowledge of bank products & services, including lending, trade finance, global markets and DCM

Proficient in written and spoken English & Chinese (Mandarin and Cantonese)

CPA, CFA qualification preferred but not necessary

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Assistant • Central, Hongkong Island, PH