Assistant Relationship Manager, Private Banking
Core
Support experienced private bankers in managing new and existing accounts while ensuring strict compliance with banking regulations and internal controls.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client profiles, compliance documentation, account review materials, and presentation/marketing materials for the private banking segment.
Domain
Banking / Private Banking / Financial Services
Deliverable
client delivery
Required skills
Regulatory compliance (SFC, HKMA, AML, KYC), client profile management, credit monitoring, administrative coordination, Mandarin fluency, financial product knowledge
Preferred skills
Credit, sales, and marketing knowledge, ability to read Chinese
Technologies
Globus, RM Workbook, CRM
Responsibilities
Maintain systems and controls to ensure bank compliance with rules and regulations; Keep client profiles and documentation complete, accurate, and up-to-date; Respond to client enquiries and follow up on issues; Coordinate with Product Groups, Operations, and functional counterparts; Prepare account review materials for Relationship Manager or Independent Controller review; Provide administrative and client support including scheduling, correspondence, and travel arrangements.
Seniority
Mid-level (3-8 years experience)