Fargo Wealth Group

Assistant Relationship Manager

Posted: 19 hours ago

Job Description

Job Description & RequirementsResponsible for providing administrative and client service support to RelationshipManagers (RM)Responsibilities:• Provide administrative and client service support to Relationship Managers• Respond to all client inquiries and instructions• Monitor transactions and activities in client accounts• Working alongside RM to assist with queries from clients and serve theirbusiness needs such as trade execution• Maintain client data and reports, such as: contact lists, account numbers,facilities details, status of credit reviews/renewals, etc• Attending to KYC/AML/CDD matters, periodic reviews, client onboarding,opening and maintenance of accounts etc• Monitoring of transaction status, documentation, following through onoutstanding processes etc• Other ad hoc dutiesRequirements:• Minimum 5 years of relevant experience in client servicing, trade operations, and sales support within financial institutions• Bachelor degree or diploma• Strong understanding of financial products and services• Excellent interpersonal, communication and client interfacing skills• Meticulous, strong attention to details• Proficiency in Chinese is a must as our clients are Chinese

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