Job Summary:
We are looking for a proactive and detail-oriented Relationship Manager Assistant to provide administrative and operational support to our Relationship Manager. The ideal candidate is fluent in both Chinese and English, has a finance-related background, and is capable of handling client coordination and administrative tasks in a fast-paced professional environment.
Key Responsibilities:
Provide day-to-day administrative support to the Relationship Manager.Coordinate and communicate with clients and internal teams in both Chinese and English.Prepare, organize, and maintain client files and documentation.Assist with client onboarding and the collection of KYC/compliance documents.Schedule meetings, manage calendars, and coordinate appointments.Prepare reports, presentations, and correspondence.Follow up with clients regarding pending documents and requests.