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Assistant Relationship Manager, Top tier Global Private Bank

  • Location

    Hong Kong

  • Sector:

    Financial Services and Banking

  • Job type:


  • Contact:

    Stephanie Lui

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    4 months ago

  • Expiry date:


My client is a prominent private bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a senior professional to join their front line.



  • Provide primary support to the relationship managers in their daily tasks, managing client relationship and deliver a wide range of private wealth management services to High Net Worth clients
  • Respond to client enquiries, monitor transactions and activities in client accounts
  • Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients 
  • Ensure full awareness of and adherence to the policy and procedures e.g. credit policy and operation procedures
  • Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening 



  • 3+ years of working experience in private banking sector
  • Solid experience in serving high net-worth clients
  • Strong understanding of private banking products and services, good knowledge of investments, operational procedures and systems 
  • Excellent interpersonal, communication, work organisation and client interfacing skills
  • Customer-oriented and able to thrive in a fast-paced environment
  • Passed in the HKSI Licensing Examination Paper 1, 7 & 8 and /or License Person of Type 1 and 4 under HKMA / SFC 
  • Strong language proficiency, verbal and written English and Chinese (both Cantonese and Mandarin) are essential

Please send your CV to or apply here for further discussion.