Assistant Relationship Manager, Private Banking
3 days ago
General Description You will have the opportunity to work closely with experienced private bankers on new or existing accounts. This position offers a worthwhile challenge, as you will be thoroughly grounded on the fine traditions of private banking and will be able to fully develop your potential as to succeed in this specialised segment of the banking field. Main Duties Assistant Relationship Manager Maintain systems and controls to ensure the Bankply with rules and regulations in accordance with SFC Code of Conduct and HKMA guidelines by : Observing BOS policies and regulations at all times, include code of conduct, suitability, cross border restrictions and relevant ordinances of HK and Singapore. Observing internal guidelines and maintaining data confidentiality. Understanding the risk profile of the clients. Acting as a gatekeeper and ensure fullpliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc. Keeping client profiles and documentationplete, accurate and up-to-date. Contributing to the team’spliance standards by briefing new team members (RM and MA) about key procedures include order taking procedures, system access (Globus, RM Workbook, CRM, helpdesk support), business recovery and DR site, client relationship, etc. Ensuring new regulatory / internal policies are implemented and rolled up properly. Respond to all clients’ enquiries and instructions, follow up on client issues and requests. Coordinate with Product Groups, Operations and other functional counterparts. Prepare CA and monitor credit review, line excess, margin call, collateral position, etc. Prepare account review materials for RM or IC review on a regular basis. Alert Relationship Manager and / or respective parties should special actions be required. Provide administrative and client support to Relationship Manager / Senior Relationship Manager, include maintaining and updating client transaction records / reports as well as client data ( contact lists, account numbers, facilities details, status of credit reviews / renewals, etc.), scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials, collecting and preparing product and marketing materials etc. Minimum 3-8 years’ related experience in client service, operations or sales support Understand the basic mechanism ofmon financial products and services Knowledge in credit, sales and marketing is preferable Analytical, meticulous, sensitive to details and odds Excellentmunication and customer service skills Fluency in Mandarin is essential for handling Greater China Markets Distinction on seniority based on years of experience Possess of regulatory license is required. (HKSI Licensing Examination Paper 1, 7 & 8) A good team player Effectivemunication andputer skills Ability to read Chinese preferable Attention to details and diligent. #J-18808-Ljbffr
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Head of Sales, Private Banking
3 days ago
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
3 days ago
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
3 days ago
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
3 days ago
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...
