PB Assistant/RM Support/Client Services 35k, Leading Bank
PB Assistant / RM Assistant/ RM Support/ Client Services - Leading Bank 25k-35k Your new role * Support Bank RM to maintain existing customer portfolio and expand clientele coverage * Assisting in account openings, KYC, credit application, periodic review * Executing client orders for global securities transactions * Capturing, monitoring and preparing reports for management to identify trends in assessing the risk of the business * Working closely with different Product Desks to gain perspectives
What you'll need to succeed
- Bachelor’s degree from university
- Holder of HKSI 178 & IIQE 123 is a must
- Young & Energetic team player with less than 3 years’ work experience as to match team’s culture
- 2-6 years of relevant banking experience, preferably in relation to frontline client service
- Fluent in English and native Mandarin or/and native Cantonese
About the job
Contract Type: Temp
Specialism: Financial Services
Focus: Private Wealth Management
Industry: Banking
Salary: HKD25,000 - HKD35,000 per month + Bonus, Medical
Workplace Type: On-site
Experience Level: Associate
Location: Hong Kong
TEMPORARYJob Reference: FWORL8-E74A4385
Date posted: 21 October 2025
Consultant: Farrah Lee
hong-kong banking-financial-services/private-wealth-management 2025-10-21 2025-11-20 banking Hong Kong HK HKD 25000 35000 35000 MONTH 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