Assistant Relationship Manager
Job Description:
Our client is a reputable Asian Private Bank with a robust financial foundation and international reach. They offer a dynamic and supportive environment for career development. This role presents a unique opportunity for a meticulous, client-oriented professional to support Relationship Managers in nurturing and expanding relationships with ultra-high-net-worth clients. It offers broad exposure across the full suite of private banking services, with a strong focus on regulatory compliance and operational excellence.
Key Responsibilities:
- Partner closely with Relationship Managers to deliver high-quality service to UHNW clients, ensuring smooth execution of banking transactions and investment-related activities.
- Maintain up-to-date and accurate client documentation, including portfolio reviews and regulatory filings such as KYC, AML, and suitability checks.
- Serve as a central point of contact between clients, internal teams, and product specialists to coordinate investment offerings, credit solutions, and day-to-day operational needs.
- Monitor compliance with internal policies and regulatory standards by overseeing client risk profiles, transaction processes, and documentation accuracy.
- Support the preparation of client presentations, portfolio reviews, and business performance reports to contribute to team efficiency and growth.
Requirements:
- 3+ years of experience in private banking, wealth management, or a similar client support/operations role.
- Solid understanding of investment products, credit solutions, and private banking operations.
- Strong analytical mindset with high attention to detail and the ability to handle multiple priorities effectively.
- Proficiency in Mandarin is preferred to support clients in the Greater China region.
- CACS Papers 1 & 2 are required.
- Excellent interpersonal and communication skills with a collaborative team spirit.
This is an exciting opportunity for individuals looking to build a long-term career in private banking. The role offers both challenge and growth, set within a fast-paced, client-centric environment.
EA No 23S1936