What is the opportunity?

As the Relationship Manager Officer, you have a dual function between an Relationship Manager Officer and a key contributor in the business management team. You will support the Front Office team not only with the required Relationship Manager Officer duties but also with a focus pillar on Service & Platform to help drive the Wealth Management Asia business growth strategy. 

What will you do?

To provide full marketing and administrative support to Relationship Manager (RM)

Liaison with internal departments regarding execution and settlement of trades, delivery of securities, corporate action, payments and receipt of funds, renewal and repayment of loans

Liaison with external counterparts and clients/prospects regarding account opening and client servicing matters

Check daily transaction list to ensure trades are processed correctly, prepare and send trade confirmations to clients

Input of client transaction orders into the system

Preparation of RM’s business trip and client meetings

Assist in other ad‐hoc projects and client related matters

Deputizing other Relationship Manager Officer on ad‐hoc basis

Works collaboratively and endeavours to build good working relationships with other key stakeholders

Provide administrative support to Business Manager and Head of Business Location

Lead the Front Office service and platform transformation and support Wealth Management Asia’s strategic digital platform roadmap

What do you need to succeed?

Must-have

Degree Holder

CACS Paper 1 and 2

At least 5 years of Relationship Manager Officer experience in a Private Bank

Good spoken and written English is a must

Formal business Chinese with an understanding towards simplified and/or traditional Chinese

Nice-to-have

Avaloq system knowledge is preferred

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Leaders who support your development through coaching and managing opportunities

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to building close relationships with the business

Access to a variety of job opportunities across business and geographies

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