Assistant Relationship Manager - Private Banking

at  PFCC Group Limited

REQUIREMENTS:

• Proficient in English and Mandarin, both written and spoken, due to business requirements.
• Diploma holders or university graduates with 2 to 3 years of relevant experience in financial services, particularly in frontline client service roles.
• Completion of CACS Paper 1 & 2 is preferred.
• Strong understanding of Private Banking investment products, including FX, equities, fixed income, and derivatives.
• Detail-oriented and meticulous.
• Capable of managing multiple tasks and working effectively under pressure and tight deadlines.
• Able to thrive in a fast-paced work environment.
• Willingness to work beyond standard hours as needed.
• A proactive and collaborative team player in a dynamic setting.
• Demonstrated interest in the private banking sector.
• Excellent communication and interpersonal skills.

• Client Engagement:
• Collaborate with various business units to ensure client documentation aligns with established policies and procedures.
• Promptly address and resolve client inquiries.
• Process client orders.
• Gain a comprehensive understanding of the client’s relationship with the bank.
• Operational Duties:
• Resolve settlement and funding issues.
• Follow up on margin calls and manage collateral-related concerns.
• Manage transactional documentation, including client suitability and eligibility.
• Policy Adherence:
• Maintain a thorough understanding of and compliance with internal policies and procedures.
• Administrative Tasks:
• Complete administrative responsibilities, such as coordinating travel and hotel arrangements, processing expense claims, and distributing marketing materials.