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Assistant Relationship Manager, Private Banking

Hong Kong, Hong Kong
Last update 2024-04-19
Expires 2024-04-18
ID #2099788595
Assistant Relationship Manager, Private Banking
Hong Kong, Hong Kong,
Modified April 3, 2024


You will join a leading Swiss private bank with strong reputation and global networks with over 25 offices worldwide.

The bank prides itself in providing dynamic and personalized advisory services with a focus on opportunities in international financial markets.

Currently they are looking for seasoned banker's assistant to join their growing Hong Kong and China teams.

  Duties: Perform account opening, documentation, order placing, account maintenance, credit facility and periodical review.

Execute clients' orders, including money market, securities, structure products and FX transactions.

Facilitation of order execution.

Maintain high standards of client servicing and accompany RM to client meetings, typing/inputting KYC & Call Report into the bank database when needed.

Manage and follow up on new account opening documentation to ensure full compliance to the requirement before passing the documents.

Ensure that private banking transactions comply with the Bank's policies and legal requirements.

Requirements: Proven track record of over 5 years of client servicing experience within Private Banking Wealth Management, in a similar capacity or a University degree with a specialzation in Banking/Finance.

Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions.

Excellent presentation and interpersonal skills, you are able to listen, guide and advise external and also internal partners.

Excellent client- and service-orientation when interacting with sophisticated entrepreneurs and leaders.

Result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit.

What you'll get in return: A client-oriented front role in an international, dynamic environment, that works closely with seasoned bankers and assists in handling client relationships.

An exciting opportunity to combine your interest in client consultation as well hands-on operational tasks.

A function that collaborates closely with Business Management, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc.

for functional efficiency.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Assistant relationship manager, private banking

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