Assistant Relationship Manager (Private Banking)

Job Description

Support Relationship Managers (RMs) in maintaining and strengthening client relationships through effective account servicing and client engagement.

Provide prompt and professional customer service, addressing client enquiries and requests in a timely manner.

Process client instructions and monitor client accounts in accordance with Private Banking policies, procedures, and regulatory requirements.

Coordinate and support client events, marketing activities, and business development programmes.

Liaise with internal stakeholders across business, operations, compliance, and product teams to facilitate effective execution of business objectives.

Support the Team Head in business management, reporting, performance monitoring, and other ad-hoc projects and initiatives

Job Requirements

Bachelor’s degree in Marketing, Business Administration, Finance, or related field.

CACS certified preferred

Relevant experience in financial services, preferably in private banking, wealth management, or high-end financial marketing.

Familiarity with KYC, AML and compliance requirements will be an advantage.

Excellent analytical, communication and presentation skills.

Excellent verbal and written communication skills in English and Mandarin, with the ability to communicate effectively with Mandarin-speaking clients and stakeholders.

Proficient in Excel, prior experience with programming or coding is preferred

A Foreign Bank, established in China