As an Assistant Relationship Manager, your responsibilities includes:
- Close Accounts and Execution and Transactions Processing
Receive orders and instructions directly from clients for account closure
Ensure pre-trade due diligence checks
Ensure orders are properly executed and proceeded including but not limited to proper voicelog, suitability & credit limit check
Capture executed deals in systems by cut-off time
Ensure accuracy of capture to avoid incidents and dealing errors
Ensure accounts are closed on a timely basis following by the banking closure procedures
Ensure all the account closure form and other necessary documents are properly submitted to CM for closure
For accounts that are not able to close due to non-contactable or illiquid assets, ensure the accounts are monitor and manager according to the banking policy
- Client Marketing Support
Appropriate understanding of client portfolio, background and investment needs
Coordinate and follow-up with invitees for marketing events organized by BNP Paribas ("the Bank")
Organize clients meetings with RMs
Prepare documentations for client portfolio reviews and valuations
Assist RMs to prepare meeting and presentation materials
- Change Management Support
Provide feedback to relevant parties to meet front office needs
Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes
Back up other Mas
- Administrative support
Answer clients' phone calls in a professional manner
Take care of queries from internal/ external parties
Assist managers in completing call reports
Assist managers in account opening and onboarding process
Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions
Assist RMs to prepare internal and external meetings materials
- Control Aspect
Direct contribution to the Bank's operational permanent control framework
Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
Comply with regulatory requirements and internal guidelines
Responsible for reporting all incidents according to the Incident Management System
Specific Qualifications Required:
- University degree with minimum 4 years' working experience as an Assistant Relationship Manager in major private banks.
- Must fulfill the fit and proper criteria of relevant regulators
- A good team player with good initiative and team spirit
- Fluent in Cantonese, Mandarin & English
Interesting parties please click the APPLY button below or send us your updated CV for a private and confidential conversation.
