We are seeking a dedicated and proactive Assistant Relationship Manager (ARM) to join our dynamic team in Hong Kong. The ARM will support senior relationship managers in managing client portfolios and delivering exceptional client service to our wealth management clients. This role requires strong analytical, communication, and organizational skills to thrive in a fast-paced financial services environment. The successful candidate will play a key role in maintaining and expanding client relationships while ensuring operational excellence and compliance with regulatory requirements.
Key Responsibilities
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- Trading and Operations : Manage daily trading activities, including trade preparation, execution, and monitoring of credit reviews, line excesses, margin calls, collateral positions, and product quotations.
- Client Relationship Management : Assist senior relationship managers by providing support in relation to customer relationship management, account opening, system operations, information preparation, filing and back-end support;
- Client Support : Handle client inquiries, service requests, and complaints efficiently, ensuring prompt resolution and high client satisfaction.
- Data Management : Maintain and update client data, ensuring accuracy, completeness, and compliance with Anti-Money Laundering (AML), Know Your Client (KYC), and risk profiling requirements.
- Third-Party Coordination : Liaise with third-party institutional players, operations teams, and other functional counterparts to ensure smooth service delivery.
- Reporting and Analysis : Prepare high-quality client reports, proposals, and presentations, incorporating market analysis, business insights, and investment recommendations to support client decision-making.
- Meeting Coordination : Participate in client meetings, document detailed meeting notes, and follow up on action items to ensure seamless execution of client deliverables.
- Market Monitoring : Track market trends, competitive dynamics, and industry developments, providing actionable feedback to support strategic business decisions.
- Documentation : Maintain systematic and comprehensive records of client documentation, ensuring compliance with regulatory and internal standards.
- Ad-Hoc Duties : Perform additional duties and responsibilities consistent with the Assistant Relationship Manager role or as assigned by your supervisor.
Preferred Skills
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- Knowledge of financial markets, investment products, and wealth management practices.
- Experience with client relationship management and good interpersonal skills.
- Understanding of Hong Kongs financial regulatory framework and compliance standards.
Benefits
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- Annual Leave : 20 days of annual leave provided.
- Opportunity to work in a fast-growing asset management firm and multi family office with a a strong presence in Hong Kongand Singapore, servicing global clients .
- Dynamic, collaborative and supportive team environment with opportunities for professional growth.
- Exposure to a ultra-high net worth clients and dynamic market opportunities.
- Competitive compensation package and benefits.