Vice President - Private Wealth Assistant Relationship Manager
- Posted 2 days ago
- Be among the first 10 applicants
Job Description
Key Responsibilities:
- Assist PWG front office (Relationship Managers and Assistant Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks. Coordinate onboarding activity centrally together with the Client Onboarding and Lifecycle Management Lead
- Prepare, maintain, and organize client lifecycle management materials (training, checklist, guidelines), contributing also to NPC proposals, and ad-hoc information requests.
- Respond promptly to client queries and coordinate internal / external follow-ups.
- Support client onboarding pipeline prioritization, ensuring timely and accurate execution of client onboarding and account refresh activity
- Help identify process efficiency opportunities and assist in change initiatives.
- Develop, implement, and monitor key controls for processes owned by the ARMs and the Client Onboarding and Lifecycle Management teams
- Ensure compliance with regulatory requirements, Suitability, Tax, KYC, and AML checks.
- Maintain updated client records and manage information in CRM systems.
- Collaborate with internal teams such as investment, product, and operations to deliver seamless client service.
- Assist in planning and coordinating intra and cross departmental training regarding Client Onboarding and Lifecycle Management requirements
- Bachelor's degree in Finance, Business, Economics, Law or related field.
- At least 7-10 years of experience in banking, wealth management, or financial services.
- Good understanding of financial products and market dynamics.
- Strong organizational skills with attention to detail.
- Excellent communication and interpersonal abilities.
- Familiarity with regulatory standards and compliance processes.
- Proficiency in Microsoft Office and CRM tools.
- Fluency in English and Mandarin required due to the role's need to communicate effectively with clients who speak these languages
- Relevant certifications (e.g. CACS 1, 2) are advantageous.
- Client-focused with a proactive mindset
- Ability to manage multiple tasks efficiently
- People Leadership Experience
- Strong teamwork and collaboration skills
- Analytical and problem-solving capabilities
- High integrity and professionalism
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