你所在的国家不提供此工作机会。
Assistant Relationship Manager - Wealth Management Department
CMB International Capital Corporation LimitedHong Kong16 天前
职位描述1-3 years’ experience in relationship management assistant or similar Strong analytical, prioritization,munication skills and problem solving skills Previous wealth management experience preferred 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.
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 :
Preferred Qualifications :
为此搜索创建职位提醒
Relationship Manager • Hong Kong