Marketing Associate

Our Client is one of the Top Asia’s Private Bank, who provides customized Wealth Management, Investment and Lending Services.

This position is responsible for providing administrative and client service support to RMs within the marketing function

The Responsibilities:
• Provides administrative and client service support to Relationship Managers
• Responds to all client enquiries and instructions; capable of resolving most issues and requests.
• Maintains paperwork and records of client accounts and transactions
• Maintains client data and reports, e.g. contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
• Administrative duties include scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials
• Understands the basic mechanisms of common financial products and services
• Coordinates with Product Groups, Operations and other functional areas

• Minimum 3-5 years' relevant experience in client servicing, operations or sales support within financial institutions
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Diploma/Degree holders
• Preferably CACS certified