Assistant Relationship Manager – Wealth Management

China Guangfa Bank Co., Ltd.; Hong Kong; On-site; HKD 320,000 - 520,000; Full time

Job summary

China Guangfa Bank Co., Ltd. in Hong Kong seeks an Assistant Relationship Manager – Wealth Management to support the Relationship Manager in delivering efficient account servicing, credit administration and ongoing client relations.

You will handle account openings, transactions, reviews and prepare business management reports while contributing to ad hoc projects. A degree and at least 1 year of financial services experience are expected; private banking or wealth management background is

Qualifications

• Degree holder with at least 1 year of relevant experience in financial institutions.
• Experience in private banking or wealth management is preferred.
• Candidates with more experience will be considered for senior positions.

Responsibilities

• Process account opening and assist with transactions, account reviews and ongoing client relationship management.
• Assist the Relationship Manager in preparing credit applications and monitoring credit quality.
• Provide administrative and operational support to the Relationship Manager.
• Prepare business management reports and work on ad hoc projects and tasks assigned by management.

Education

Bachelor degree or above

Job description

Assistant Relationship Manager – Wealth Management

Support the Relationship Manager in delivering efficient account servicing, credit administration and ongoing customer relationship management within a financial institution. This role offers exposure to account opening, transactions, credit applications, portfolio monitoring and business management activities.

Key responsibilities

Process account opening and assist the Relationship Manager with transactions, account reviews and ongoing customer relationship management.

Assist the Relationship Manager in preparing credit applications, managing credit quality and monitoring customer loan portfolio exposure.

Provide administrative and operational support to the Relationship Manager.

Prepare business management reports and work on ad hoc projects and tasks assigned by management.

What we're looking for

Degree holder or above with at least 1 year of relevant experience in financial institutions.

Experience in private banking, wealth management and/or the retail banking sector is preferred.

Candidates with more experience will be considered for senior positions.

Strong self-motivation and teamwork spirit.

Excellent interpersonal and communication skills, with the ability to work under pressure to meet tight schedules and targets effectively.

Good command of spoken and written English and Chinese, including Mandarin.