Assistant Manager

Job Duty

• Understanding the risk profile of the clients. Acting as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc. • Keeping client profiles and documentation complete, accurate and up-to-date. • Contributing to the team’s compliance standards by briefing new team members about key procedures include order taking procedures, system acces, business recovery and DR site, client relationship, etc. • Respond to all clients’ enquiries and instructions, follow up on client issues and requests. • Coordinate with Product Groups, Operations and other functional counterparts. • Prepare product review materials for RM review on a regular basis. • Provide administrative and client support to Relationship Manager/Senior Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data, scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials, collecting and preparing product and marketing materials etc. Competence Requirements 1. Bachelor Degree or above preferable in business, finance or accounting 2. Understand the basic mechanism of common financial products and services 3. Knowledge in web3.0, credit, sales and marketing is preferable 4. Excellent communication and customer service skills 5. Effective communication and computer skills 6. Attention to details and diligent 7. Fluency in English