Assistant Relationship Manager, Private Banking

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

Responsibilities

Client Servicing

Assist Relationship Managers in providing excellent service to private banking clients.Act as a point of contact for clients, addressing their inquiries and requests promptly and professionally.Maintain accurate client records and ensure compliance with regulatory requirements. Trade Execution
Work closely with Relationship Managers and the trading desk to execute client trades efficiently and accurately.Monitor trade settlement and ensure timely resolution of any issues.Stay updated on market conditions and provide clients with relevant trade execution advice.Account Opening and Onboarding
Assist in the account opening process for new clients, ensuring all required documentation is collected and compliance procedures are followed.Facilitate the onboarding of new clients by coordinating with various internal departments.Conduct due diligence checks on clients in accordance with regulatory and internal policies.Relationship Management Support
Prepare client presentations, reports, and other documentation as required by Relationship Managers.Assist in preparing and participating in client meetings and reviews.Coordinate with internal teams to resolve client inquiries and provide solutions to client needs.
Requirements
Bachelor's degree in Finance, Business, or a related field.At least 5 years of experience in private banking,client servicing and trade execution.Strong knowledge of private banking products, services, and operational processes. Familiarity with trade execution platforms and systems.Excellent interpersonal skills and communication capabilityStrong analytical skills and problem-solving abilitiesDetail oriented and able to multi task and work under pressureFaster learner, team worker and self-starter with entrepreneurial spiritProficient in MS Office applications, particularly Excel and PowerPoint.Knowledge of regulatory requirements and compliance standards in private banking.Fluent in Mandarin and English, with excellent written and verbal communication skills.
skills no additional skills required
qualifications no additional qualifications required
education Bachelor Degree

  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Responsibilities:Maintain and strengthen relationships and access to key-decision maker level for assigned clients, with a proactive and regular calling programme with key clientsLead the relationship management team of Global Banking covering primarily Hong Kong CorporatesOversee origination and execution of activities across a wide range of global banking...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    We are currently working with a leading Bank in Hong Kong. They are actively seeking out experienced relationship managers to join their team. Responsibilities:Manage and develop a portfolio of corporate banking customers to deepen and broaden relationships with our clientsAchieve business targets for profitability, and growth with careful operating expense...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    I'm currently representing a tier-1 Chinese securities firm looking to expand their business within the region by adding a seasoned professional who can identify opportunities in offshore financing. Responsibilities:Lead origination activities by developing and maintaining new and existing relationships with corporate clients across Greater ChinaPartner...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Well known global asset managerabout the job.Conduct credit research and provide evaluations on counterparties including bank and broker/dealer .Assess financial strengths, weaknesses, and future credit quality of potential and existing counterparties.Engage and conduct discussions with senior management teams of counterparties including...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Our client is an reputable retail bank with strong presences in APAC region. about the job. Review new product proposals/product document, marketing materials, and identify compliance issues/concerns Provide advice to different departments on compliance and related matters and ensure regulatory requirements were met Assist in conducting...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Our client is a regional bank with a primary focus on corporate banking in the Hong Kong marketabout the team.As part of this opportunity, you will be joining the AML team, which consists of 4 staff members. In this role, you will report directly to the Team Head, who will provide guidance and supervision in your AML-related...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Our client is a Fintech service provider for financial institutions including asset managers, hedge funds, and the team.regional work environment.about the job.Encourage institutional and corporate clients to utilize the company's E-wealth management solutions, fostering partnerships and achieving successful collaborations.Market the...

  • Assistant Manager

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Zurich Insurance Company Ltd. Full time

    Job Summary As a key member of Zurich's Partnership team to assist Business Development Manager in developing win-win solutions and relationship for Zurich's partners and promoting business growth in Zurich's partnership channel The role needs to be passionate about delivering the compelling marketing initiatives and to be sales-driven and data-driven to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    My client is extending an invitation to a junior insurance professional to elevate their career in Private Bank. Our client, a top Chinese Private Bank, is seeking an individual to join their product management team. Job Description:Act as an insurance product expert to provide consultation services on various types of insurance products.Using insurance or...


  • Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full time

    SUMMARYHealth and benefits consultants work with a wide range of companies to help them assess, develop and deploy strategies, programs and initiatives to improve the health and wellness of their employees. H&B consultants advise clients on best practices, financial management, compliance, communication and administration of health and benefit plans. With a...

  • Global Bank

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China APAC Michael Page Full time

    As a Product Delivery Senior Business Analyst, you will be working on our Tax platform implementation change programme and assisting in the delivery of key value stream(s) that make up part of our strategic digital transformation agenda. The Product Delivery Senior Business Analyst must be hands-on with strong stakeholder management, collaboration, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Zurich Insurance Company Ltd. Full time

    Job Summary Support the Head of Engineering Lines & Construction on delivery of the planned profitability of Engineering Lines for HK Commercial Insurance (HK CI) Assist in formulating and executing underwriting strategy of HK CI Underwrite and analyze new and renewal business by utilizing The Zurich Way of Underwriting (TZW) framework, within the delegated...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Our client is a prominent fully licensed bank in the Hong Kong marketabout the team.You will be joining the Risk Management Team, which boasts a sizable team and a friendly cultureabout the job.Develop, review, and update bank credit policies, procedures, and guidelines in compliance with statutory and regulatory requirements as well as the...


  • Hong Kong, Central and Western District, Hong Kong SAR China The Edge Learning Center Full time

    *Responsibilities: Design and deliver curriculum including IB/AP/IGCSE/A-Levels, for students for group and one-on-one lessons on English and/or Academic Writing Teaching Edge English, IELTS/TOEFL Tests courses, and private tuition Conduct pre- and post- course assessments Assist in creating additional content such as but not limited to question bank,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Our client is a leading financial services provider that offers clearing and settlement services to all banks in Hong Kong. They are recognized as one of the top-tier companies in the the team.You will be joining a friendly and highly skilled team of three individuals who possess a strong background and expertise in their respective the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Our client is a retail group with footprint all over the world. They are looking for an Assistant Finance Manager to handle the new retail project. Candidates with either hands-on retail finance operations or system implementation experience are welcomed to the team.You will lead a small team and report to the Finance Director.about the...

  • Executive Assistant

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.our client is a prestigious luxury brand known for our exquisite craftsmanship, timeless elegance, and unparalleled customer experience. Currently seeking a highly motivated and professional Executive Assistant to join our dynamic team. As an Executive Assistant, you will provide comprehensive administrative support to our senior...


  • Hong Kong, Central and Western District, Hong Kong SAR China Little Oxbridge Learning Centre Full time

    Job DescriptionAs a Administration Assistant you will help support the Centre Manager in the day-to-day operations of the centre. You will ensure that quality targets are being delivered whilst taking key decisions to move the programme forward. You will conduct important administrative tasks for the centre.There is no typical day in one of our centres; you...

  • Assistant Accountant

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China APAC Michael Page Full time

    An excellent opportunity for candidates who are interested in joining a MNC in the FMCG industry. Welcome candidates with 2 years or more Accounting experience.Client DetailsOur client is an international MNC in the FMCG industry. They are looking for an Assistant Accountant to handle daily accounting duties such as AP, AR, bank reconciliation,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the companyOur client is a prominent investment banking firm with a strong presence in the APAC region about the jobAssisting the Head of AML in ensuring compliance with the latest regulations and industry standardsReviewing new business initiatives Supervising the FCC monitoring and approval processLeading a team in conducting AML investigations and...