Assistant Relationship Manager

Responsibilities

• Assist RMs with daily portfolio requests, inquiries, and periodic reviews for High Net Worth and private banking clients.
• Manage KYC (Know Your Customer) checks, account opening documentation, and cross-divisional administration.
• Coordinate order and trade execution with internal product specialists and asset management teams.
• Liaise with regional teams in Hong Kong and Mainland China to facilitate offshore wealth strategies.
• Ensure adherence to local regulatory standards and risk disclosure protocols

Requirements

• 1 to 2 years of relevant background in private banking, wealth management operations, or client servicing.
• Professional fluency in Mandarin is heavily prioritized to communicate smoothly with Greater China clients and internal teams.
• Strong analytical capabilities, familiarity with KYC/compliance processes, and clear communication.

R1763437