Assistant Relationship Manager, Private Bank

About the Opportunity

A leading international private bank with a strong Greater China focus is seeking an Assistant Relationship Manager (ARM) to join their Hong Kong team. This is an excellent opportunity for a driven, detail-oriented professional to build a career in private banking by working alongside experienced Relationship Managers on both new and existing client portfolios.

What You'll Do

Client Support & Relationship Management

1. Work closely with senior private bankers to service and grow new and existing client accounts
2. Respond to client enquiries and instructions promptly; follow up on issues and requests
3. Prepare account review materials for RM and Investment Counsellor review on a regular basis
4. Alert the Relationship Manager to situations requiring special action or escalation
5. Coordinate with Product Groups, Operations, and other internal counterparts

Compliance & Controls

1. Maintain systems and controls to ensure full adherence to SFC Code of Conduct and HKMA guidelines
2. Act as gatekeeper for the sales process: RPQ, annual PI reviews, AML/KYC, suitability, cross-border restrictions
3. Keep all client profiles, documentation, and records complete, accurate, and up-to-date
4. Onboard new team members on key procedures including order-taking, system access, and business continuity protocols
5. Ensure timely implementation of new regulatory and internal policy changes

Credit & Portfolio Administration

1. Prepare Credit Approvals and monitor credit reviews, line excesses, margin calls, and collateral positions
2. Maintain and update client transaction records, account numbers, facility details, and credit review status

General Administrative Support

1. Manage scheduling, correspondence, travel arrangements, meetings, and client receptions
2. Produce presentation materials and compile product and marketing collateral

What We're Looking For

1. Experience: 3-8 years in client service, operations, or sales support within financial services
2. Licences: HKSI Licensing Examination Papers 1, 7 & 8 required
3. Knowledge: Solid understanding of common financial products and services; credit, sales, and marketing knowledge is a plus
4. Attributes: Analytical, meticulous, excellent attention to detail, strong communication and interpersonal skills, good team player
5. Education: Bachelor's degree or equivalent