Relationship Management Associate

Job Scope - Relationship Management Associate

• Assist Relationship Managers and fellow Relationship Management Associates in building and maintaining long-term relationships with High Net Worth clients;

• Responsible for providing support in the opening of accounts/relationships, maintenance, transaction processing and service delivery as per clients' requirements;

• Trade placements, trade logging and delivering accurate and timely reporting on trades and any other investments to clients;

• Tracking of performance of client portfolios, structured products, funding needs for accounts and executing funding-related trades when needed;

• Conduct independent calls for verification of instructions from clients;

• Ensure complete and updated KYC documentation;

• Preparation of client presentations – for market updates/portfolio performance/investment ideas;

• Administrative duties as required;

• Keeping yourself updated in understanding of the financial compliance and regulatory requirements;

• Ensuring that procedures, when executing trades and administrative tasks, are in compliance with regulations.

Requirements

• Bachelor's Degree (Finance-related preferred);

• Fluency in the English and Thai language – both written & spoken;

• Relevant experience in private banking or other similar financial institutions;

• Knowledge of banking instruments (equities, bonds, derivatives, others) and the financial markets is a plus;

• Knowledge in Customer Due Diligence / Know Your Client (CDD/KYC), Prevention of Money Laundering and Terrorism Financing (AML/CFT) etc. will be advantageous;

• Service oriented personality. Able to anticipate clients' needs and react suitably;

• Ability to multi-task and work independently whilst being a good team-player, under a high stress environment;

• Have a strong appreciation for the importance of client confidentiality.