Assistant Relationship Manager, Private Banking
We are working alongside our private banking client to seek for motivated and experienced Assistant Relationship Managers (ARM) to join their growing business.
Responsibilities
- Working alongside Senior Private Bankers to provide comprehensive client support services to High Net Worth Clients on executing a broad range of banking and investment transactions for Private Banking clients.
- Prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening.
- Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards.
- Provide investment market updates, conduct timely and precise trade executions for clients.
- Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions.
- Ensure superior customer service is delivered and contributes to the overall customer experience of the Bank.
- Handle any other ad hoc requests.
Requirements
- Degree holder, preferably majoring in banking/finance
- Minimum 5 years of relevant work experience as Assistant Relationship Manager in private bank
- holder HKSI Licensing Examination Paper 1, 7 & 8
- Good knowledge of investments, banking products, operational procedures and systems including Wealth Management systems
- Fluency in English, Cantonese and Mandarin
About the job
Contract Type: Perm
Specialism: Financial Services
Focus: Private Wealth Management
Industry: Banking
Salary: Negotiable
Workplace Type: Remote
Experience Level: Associate
Language: Chinese - Professional working
Second Language: English - Professional working
Location: Central and Western District
FULL_TIMEJob Reference: 7YRWF6-77440100
Date posted: 30 July 2025
Consultant: Christine To
hong-kong banking-financial-services/private-wealth-management 2025-07-30 2025-09-28 banking Hong Kong Central and Western District HK HK Robert Walters https://www.robertwalters.com.hk https://www.robertwalters.com.hk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true