Our client is a well-established global bank with a strong international presence and a long-standing reputation in private banking and wealth management. With a growing regional operation, the bank continues to expand its relationship management capabilities to deliver high-touch, tailored client service and support clients’ evolving financial goals worldwide.

The Assistant Relationship Manager (ARM) supports the private banking relationship team in managing client portfolios, driving service excellence, assisting with advisory discussions, and ensuring smooth delivery of banking and wealth management solutions.

Key Responsibilities

1. Support Relationship Managers in managing and growing an assigned portfolio of high-net-worth private banking clients including account setup, managing account opening documents, drafting client profiles
2. Respond to customer inquiries, book banking/investment products, confirm transactions, and research investment/product information as needed
3. Contribute to ad-hoc marketing and operations projects, along with general administrative support and periodic review
4. Stay up-to-date with market trends, regulatory changes, and new product offerings
5. Participate in joint client meetings with Relationship Managers for marketing purposes

Requirement

1. University degree or equivalent, with qualifications inHKSI
2. Minimum 3 years of experience in a client-facing role within the banking or financial services industry
3. Strong understanding of private banking products and services including I&I products, as well as the ability to tailor solutions to meet client needs
4. Native or professional-level fluency in Cantonese is required, alongside proficiency in English and Mandarin.
5. legal right to work in Hong Kong

Apply the Job or send your CV to alie.poon@peoplesearch.jobs