CHINA MERCHANTS BANK CO., LTD - Private Banking : Assistant Relationship Manager (Contract)

Roles & Responsibilities

Job Description :

• 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 :

Tell employers what skills you have

Wealth Management

Customer Experience

Multitasking Skills

Relationship Management

Private Banking

Securities

Service Level

Economics

Bonds

Banking

AML

Team Player

Product Development

Customer Service

KYC

Equities