Assistant Relationship Manager- Prestigious Family Office

6 days ago


Hong Kong, Hong Kong SAR China Charterhouse Partnership Hong Kong Full time

Our client, a Prestigious Family office is an Assistant Relationship Manager to support C level executives in managing investment portfolio. Responsibilities: Assisting our Chief Executive in managing investment portfolio Independently managing the settlement of daily trades Cultivating strong relationships with financial institutions Handling account openings, credit facilities, and margin monitoring with banks Coordinating with fund houses on subscription documentation Dealing with banks and fund houses on KYC, AML and all other types of regulatory compliance issues Preparing periodic management reports and undertaking ad hoc assignments Requirements: University graduated in Business Administration or relevant disciplines. Minimum 8 years relevant ARM experience in private banking/ wealth management. Good knowledge of wealth management products and procedures Analytical, meticulous, sensitive to details and odds Excellent communication skills; Flexibility & ability to cope with pressure Fluency in written and spoken English and Chinese


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