The posting
Our client is a prestigious European Private Bank with a longstanding history of excellence in wealth management. We are seeking a dynamic and motivated Assistant Relationship Manager to support our Greater China team in delivering exceptional service to high-net-worth individuals and families.
Job Description: As an Assistant Relationship Manager, you will:
- Provide proactive support to Relationship Managers in managing client portfolios, ensuring superior client service and satisfaction.
- Prepare and handle account opening documentation, KYC (Know Your Customer) compliance, and ongoing client due diligence.
- Assist in investment proposals, portfolio reviews, and preparation of tailored solutions to meet client needs.
- Coordinate with internal departments to ensure efficient execution of client instructions, including transactions and reporting.
- Monitor client portfolios and proactively identify opportunities to enhance their financial strategies.
- Ensure adherence to regulatory requirements and internal policies to maintain a high standard of operational excellence.
Job Requirements: The ideal candidate will possess:
- A Bachelors degree in Finance, Economics, Business Administration, or a related field.
- A Minimum of four years of relevant experience in private banking, with exposure to the Greater China market.
- Strong understanding of financial products, investment solutions, and regulatory frameworks.
- Fluency in English and Mandarin (Cantonese is a plus) to effectively communicate with Greater China clients.
- Excellent organizational, interpersonal, and analytical skills, with a client-focused mindset and attention to detail.
If you are passionate about private banking and eager to contribute to a high-performing team, we invite you to apply for this exciting opportunity. Join us in delivering unparalleled service to our esteemed clients in the Greater China region.
How to Apply: Please submit your CV in word format to [email protected] with the subject line: Application Assistant Relationship Manager (Greater China).



