Sales Support Manager, Private Banking

Job Description

Plan and drive the delivery of different projects to support the on-going sales business development and support front line staff;

Support the implementation and execution of monitoring procedures, checklists and controls to maintain compliance with internal policies, trade rules and regulatory requirements;

Collaborate with relationship managers, operations, compliance, risk, and technology teams to resolve day-to-day platform-related issues and support ad-hoc projects;

Prepare and maintain operational reports, dashboards, and records for management review;

Contribute to continuous improvement by identifying process gaps and suggesting enhancements for operational efficiency and risk mitigation;

Client onboarding & Maintenance: Assist to handle new account opening, gather client documentation, and execute periodic Know-Your-Customer (KYC) and Anti-Money Laundering (AML) reviews.

Internal Coordination: Partner with product specialists, compliance, credit, and operations teams to resolve RMs' inquiries and ensure smooth workflow;

Risk & Compliance Oversight: Ensure all actions follow internal control frameworks and local regulatory requirements.

Requirements:

Bachelor’s degree or above;

4 years' experience in banking operations, private banking, wealth management, or platform support roles is preferred;

Strong attention to detail, analytical abilities, and problem-solving skills;

Good communication and interpersonal skills for supporting internal stakeholders;

Ability to work accurately under pressure and manage maniple tasks;

Proficient in English/ Chinese/ Putonghua;

Excellent PowerPoint skills with the ability to create professional presentations.