Assistant Relationship Manager
Core
Support Relationship Managers and Senior Relationship Managers in private banking by maintaining client profiles, ensuring compliance with regulations, and providing administrative and client support.
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
client delivery
Required skills
Regulatory compliance (AML, KYC, SFC Code, HKMA guidelines), Client profile management, Credit review support, Administrative coordination, Mandarin fluency, Financial product knowledge
Preferred skills
Credit, sales, and marketing knowledge, HKIB Enhanced Competency Framework (ECF) qualification, Chinese reading ability
Technologies
Globus, RM Workbook, CRM
Responsibilities
Maintain systems and controls to ensure 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 RM or IC review; Provide administrative and client support including scheduling, travel arrangements, and preparing presentation materials.