Assistant Relationship Manager
Core
Provide administrative and client support to Relationship Managers, ensuring compliance with banking regulations and maintaining accurate client records.
Role type
Assistant Relationship Manager (Private Banking Support)
Builds
Client transaction records, reports, and presentation materials for the private banking segment.
Domain
Banking / Private Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
Regulatory compliance (SFC, HKMA), AML/KYC procedures, Client data management, Credit monitoring, Administrative coordination, Mandarin fluency, Financial product knowledge
Preferred skills
Credit, sales, and marketing knowledge, HKIB Enhanced Competency Framework (ECF) qualification
Technologies
Globus, RM Workbook, CRM
Responsibilities
Maintain systems and controls to ensure compliance with SFC Code of Conduct and HKMA guidelines; Respond to client enquiries and follow up on issues; Coordinate with Product Groups and Operations; Prepare credit review materials and monitor margin calls; Provide administrative support including scheduling, travel arrangements, and preparing presentation materials.
Seniority
Mid-level, 3-8 years experience