Assistant Relationship Manager

2 weeks ago


Mastic Beach, United States MyCareersFuture Full time

Roles & Responsibilities

Our client is a leading global financial institution with a strong base in Asia, they're currently looking for an passionate individual to join their team.

Key Responsibilities:

Assist Senior RMs in managing and nurturing client relationships, providing daily account maintenance, investment onboarding, and asset advice. Attend client meetings alongside RMs and serve as the primary contact for routine client interactions. Collaborate with senior RMs, product specialists, and subject matter experts to create bespoke solutions for clients. Prepare comprehensive analyses, proposals, and presentations for potential clients. Ensure adherence to regulatory requirements and company policies. Evaluate risks in decision-making, safeguarding the banks reputation and assets by complying with laws and regulations.

Requirements:

Bachelor's degree in relevant indsutry will be advantage. 2 years of experience in wealth planning within the banking industry. Positive, proactive attitude with a dedication to providing exceptional client service and advice.

Apply now by using the 'apply' function.

Jaycee Lay (EA: 94C3609/ R23114633)



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