Our client is a prestigious European Private Bank with a longstanding history of excellence in wealth management. We are seeking a dynamic and motivated Assistant Relationship Manager to support our Greater China team in delivering exceptional service to high-net-worth individuals and families.

Job Description:
As an Assistant Relationship Manager, you will:

• Provide proactive support to Relationship Managers in managing client portfolios, ensuring superior client service and satisfaction.

• Prepare and handle account opening documentation, KYC (Know Your Customer) compliance, and ongoing client due diligence.

• Assist in investment proposals, portfolio reviews, and preparation of tailored solutions to meet client needs.

• Coordinate with internal departments to ensure efficient execution of client instructions, including transactions and reporting.

• Monitor client portfolios and proactively identify opportunities to enhance their financial strategies.

• Ensure adherence to regulatory requirements and internal policies to maintain a high standard of operational excellence.

Job Requirements:
The ideal candidate will possess:

• A Bachelors degree in Finance, Economics, Business Administration, or a related field.

• A Minimum of four years of relevant experience in private banking, with exposure to the Greater China market.

• Strong understanding of financial products, investment solutions, and regulatory frameworks.

• Fluency in English and Mandarin (Cantonese is a plus) to effectively communicate with Greater China clients.

• Excellent organizational, interpersonal, and analytical skills, with a client-focused mindset and attention to detail.

If you are passionate about private banking and eager to contribute to a high-performing team, we invite you to apply for this exciting opportunity. Join us in delivering unparalleled service to our esteemed clients in the Greater China region.

How to Apply:
Please submit your CV in word format to privatebanking@perennialhr.asia with the subject line: Application Assistant Relationship Manager (Greater China).