Assistant Relationship Manager (Private Banking)

China Merchants Bank Co., Ltd; Santo Niño 1st; On-site; PHP 350,000 - 700,000; Full time

Job summary

China Merchants Bank Co., Ltd is seeking a Wealth Management Support Professional to coordinate with Product Development, Operations and other functions, and to assist the Relationship Manager with investment trades and client records.

The role will enforce KYC/AML procedures, manage dealing infrastructure and documentation, and deliver superior customer service to China-based clients in a fast-paced environment.

Qualifications

• Bachelor’s degree or above in Finance, Accounting, Economics, Business Administration, or related disciplines.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• Mandarin and English proficiency to serve China-based customers.
• Willingness to work in a dynamic environment, multi-tasking skills to meet deadlines.
• CACS Paper 1 and/or Paper 2 certified is an added advantage.

Responsibilities

• Coordinate with Product Development teams, Operations and other functional counterparts on a daily basis.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist Relationship Manager in providing investment market updates, placement and execution of OTC and listed trades.
• Provide administrative and client support to Relationship Manager, including maintaining client transaction records/reports and client data.
• Oversee dealing infrastructure, processes and systems for investment products, and manage sales documentation and SLAs.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.

Skills

KYC/AML procedures

Mandarin (spoken) & English

Client relationship support

Education

Bachelor’s degree or above (Finance, Economics, etc.)

Job description

Responsibilities

• Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.

• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.

• Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.

• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.

• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.

• Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirements

• Bachelor’s degree or above in Finance, Accounting, Economics, Business Administration, or related disciplines.

• Sound understanding of economics, best market practices and investment products in the wealth management business.

• Business proficiency in both written and spoken Mandarin besides English so as to serve China based customers.

• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines.

• CACS Paper 1 and/or Paper 2 certified is an added advantage.