Assistant Manager, Private Client
7 days ago
**Duties and responsibilities**:
- Respond to all client enquiries and instructions and provide resolution to issues and requests
- Handle team's non-exhaustive administrative duties including scheduling of appointments, correspondences, making travel arrangements, producing presentation materials, etc.
- Assisting in KYC checks and account openings during onboarding/review process
- Collaborates closely with Business Management, other Relationship Managers' teams, Investment Management, Capital Market Desk, Back Office etc.
- Cross sell Private Banking products and services
- Handle team's non-exhaustive transactional and relevant duties, such as execution of PCM/client's instructions, ensure documentation completeness etc.
Job Requirements:
- Strong interest in servicing and relationship management of UHNW/HNW clientele
- Inspired to ascend to the role Private Client Manager via accelerated path
- Good basic understanding of financial, Investment products and services
- Excellent interpersonal, communication & problem-solving skills
**Job Type**: Contract
Contract length: 12 months
**Salary**: Up to RM4,800.00 per month
Schedule:
- Monday to Friday
Application Question(s):
- How many years of experience do you have in financial sector?
- Do you have experience in relationship management?
- Do you have good understanding of financial, Investment products and services?
- Do you have experience with interpersonal, communication & problem-solving skills?
**Education**:
- Bachelor's (required)
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