Assistant Relationship Manager - Swiss Private Bank
My client is aprestigue private bank with long history supporting withHNW/UHNW clients. As the bank is rapidly expecting, they are now seeking an experienced Assistant Relationship Manager to join their team.
Responsibilities
- Support RMs with daily client enquiries and relationship maintenance.
- Handle account opening, KYC/AML reviews, documentation updates, and compliance requirements.
- Process client instructions including payments, transfers, deposits, and investment transactions.
- Prepare portfolio reviews, investment proposals, and meeting materials.
- Liaise with product, operations, compliance, and credit teams to ensure efficient execution.
- Monitor client portfolios and highlight opportunities or issues to RMs.
- Assist in business development activities and client presentation materials.
Requirements
- Bachelor's degree in Finance, Business, or related disciplines.
- Minimum of 5 years' relevant experience in private banking or wealth management.
- HKSI Papers 1, 7, 8
- Strong understanding of HKMA/SFC regulations and KYC/AML procedures.
- Excellent communication skills with attention to detail; able to multitask.
- Fluent in English and Cantonese; Mandarin preferred.
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