ARM, Private Bank (Foreign bank)
Core
Support Senior Relationship Managers in delivering bespoke wealth management services to HNW and UHNW clients in Hong Kong.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client portfolios and wealth management solutions for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking operations, KYC/AML compliance, trade execution, portfolio administration, client reporting, Bloomberg, Microsoft Office, Cantonese, Mandarin
Preferred skills
Experience in corporate banking or investment operations
Technologies
Bloomberg, Portfolio Management Systems
Responsibilities
Coordinate client onboarding and account opening, execute trades and process credit requests, prepare client reports and investment proposals, collaborate with internal stakeholders
Seniority
Mid-level IC