Assistant Relationship Manager, Private Banking

Your new company

• Opportunities with multiple private banks, including European pure-play private banks and regional banking platforms.
• Join established private banking teams supporting UHNW and HNW clients across key Asian markets.
• Stable and collaborative environment with strong operational and advisory support.

Your new role

• Assist Relationship Managers in establishing and maintaining strong client relationships.
• Support the onboarding process for new clients, ensuring all documentation and compliance requirements are met.
• Assist in the preparation and execution of investment proposals and presentations.
• Monitor and manage client portfolios, providing regular updates and performance reviews.
• Execute trading orders and manage transactions in a timely and accurate manner.

What you'll need to succeed

• Minimum 3 years of stable experience as a Private Banking ARM.

• Bachelor's degree or above in Finance, Business Administration, Economics, or a related discipline.

• Hands-on experience in account opening, KYC/onboarding, and trade execution.

• Fluent in Cantonese and English; Mandarin proficiency is preferred.

• Market coverage experience in Hong Kong, Greater China, North Asia, or Southeast Asia is an advantage.

What you need to do now

If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [email protected] or contact [2230 7451](tel:2230 7451).