Private Banking: Assistant Relationship Manager

EFG International AG; Hong Kong; In loco; HKD 240.000 - 420.000; Tempo pieno

Descrizione del lavoro

EFG International AG in Hong Kong is seeking an Assistant Relationship Manager to introduce the bank and its services to prospective clients and support senior bankers in achieving revenue targets.

You will perform KYC/AML due diligence, review client risk profiles, and coordinate with investment and credit teams while maintaining thorough documentation and compliance with regulatory standards.

Competenze

• Bachelor's degree or equivalent.
• 2-3 years private banking experience preferred.
• Fluent in English, Cantonese and Mandarin.

Mansioni

• Introduces the Bank and its services to prospective clients.
• Supports Relationship Manager to achieve business goals such as NNA / Revenue targets.
• Markets and provides private banking services to meet wealth management needs.
• Performs KYC / AML due diligence on clients in compliance with the Bank's directives.
• Reviews investment risk profile with clients to ensure suitability and risk tolerance.
• Liaises with investment units to pass on product information and market commentary.
• Monitors clients' portfolios for compliance with guidelines and regulations.
• Maintains records including account documentation, CIP, IRPQ, credit applications and trades.
• Executes investment orders and communicates order status to clients.
• Coordinates with Credit Department on client credit applications.
• Attends trainings and ensures CPT, AML, fraud training and compliance certification requirements.
• Performs ad-hoc duties and IT project support.
• Backs up other Assistant Relationship Managers as needed.

Conoscenze

English

Cantonese

Mandarin

Formazione

Bachelor's degree

Descrizione del lavoro

EFG International AG in Hong Kong is seeking an Assistant Relationship Manager to introduce the bank and its services to prospective clients and support senior bankers in achieving revenue targets.

You will perform KYC/AML due diligence, review client risk profiles, and coordinate with investment and credit teams while maintaining thorough documentation and compliance with regulatory standards.