Assistant Relationship Manager, Private Banking
4 days ago
Assistant Relationship Manager, Private Banking (Many post) Our client is a European Private Banking. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Responsibilities Assist Relationship manager to support their Greater China Markets/portfolio of clients. Provide investment market updates and execution of OTC listed investment trade, FX, options, equities, funds and structured products, FX Swap, Accumulators, Decumulators, fx option, mutual funds, etc. Prepare marketing materials and quotas, trade execution, credit proposals, investment and deposit transactions. Provide business management support to assure efficient and smooth completion of trade execution. Manage and follow up on new account opening and closure documentation to ensure full compliance to the requirement before passing the documents. Take and execute private banking clients' orders, mainly for Hong Kong market including money market, securities, structured products, FX transactions, etc. Support Relationship Manager, handle and resolve daily queries from clients. Assist with completing sales documentation and related processes such as client profiling/KYC. Requirements Degree holder, preferably majoring in banking/finance. Minimum 5 years of relevant work experience as Assistant Relationship Manager in private banking in foreign bank. Holder HKSI Licensing Examination Paper 1, 7 & 8. Good knowledge of investments, banking products, operational procedures and systems including Wealth Management systems. Fluency in English, Cantonese and Mandarin. Must have stable working history. Interested parties, please send full resume with current & expected salary to (emailprotected) or office at for a confidential discussion. Please quote our reference in your application. Personal data provided by job applicants will be used strictly in accordance with the employer’s personal data policies, a copy of which will be provided upon request. All information provided will be used for recruitment purpose only. #J-18808-Ljbffr
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Head of Sales, Private Banking
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Hong Kong Island, Hong Kong SAR China Private Banking Full timeResponsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...
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Private Banking Sales Leader
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Hong Kong Island, Hong Kong SAR China Private Banking Full timeA prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...
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Assistant Relationship Manager
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Hong Kong Island, Hong Kong SAR China Talentquest HR Limited Full timeAssistant Relationship Manager - Private Banking You will be part of a leading private bank with a strong brand and network around the world. They are currently looking for an Assistant Relationship Manager to join their growing team to drive the private banking sector. Key Responsibilities Act as a trusted partner to the Relationship Manager to assist with...
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Hong Kong Island, Hong Kong SAR China Talentquest HR Limited Full timeA leading private bank in Hong Kong is looking for an Assistant Relationship Manager to help drive their private banking sector. The ideal candidate should have a degree, with at least 3 years of experience in private banking, managing client relationships, and providing top-notch service. Proficiency in English and Cantonese is essential, while Mandarin is...
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Assistant Relationship Manager
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Hong Kong Island, Hong Kong SAR China PeopleSearch Limited Full timeAssistant Relationship Manager (Private Bank) Support Relationship Managers in managing and growing an assigned portfolio of high-net-worth private banking clients, including account setup, managing account opening documents, and drafting client profiles. Respond to customer inquiries, book banking/investment products, confirm transactions, and research...
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Hong Kong Island, Hong Kong SAR China Julius Baer Full timeA leading private banking firm in Hong Kong seeks an Assistant Relationship Manager to support Relationship Managers in daily operations and client care. The successful candidate will have a strong focus on compliance, manage client interactions efficiently, and support client servicing with a high level of service quality. A minimum of 5 years of client...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeA recruitment agency is seeking candidates for the role of Assistant Relationship Manager in Private Banking. The successful candidate will assist Relationship Managers with client support in the Greater China Markets. Responsibilities include executing trades, preparing marketing materials, and managing client documentation. This position requires a degree...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - AVP, Assistant Relationship Manager, Private Banking (WD78624) Job Description AVP, Assistant Relationship Manager, Private Banking - ( WD78624 ) Business Functions DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of...
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading bank in the region is seeking an AVP, Assistant Relationship Manager for Private Banking in Hong Kong. The role involves supporting Relationship Managers with high-net-worth clients, ensuring customer satisfaction, and building long-term customer relationships. Candidates need at least 3 years of private banking experience, a degree in a related...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeAssistant Relationship Manager, Private Banking (Many posts) Add expected salary to your profile for insights Overview Our client is a European Private Banking. To cope with the rapid business expansion, they are inviting high calibre candidates to join the team. Assistant Relationship Manager, Private Banking/ Family Office (many posts) Responsibilities...