Assistant Private Banker, Greater China market, Private Bank

Our client, an European private bank with a rich history of delivering excellent service to high-net-worth individuals and families, is looking for a client-focused Assistant Relationship Manager. This role will support their Greater China team in enhancing and managing client relationships.

Job Description

As an Assistant Relationship Manager, you will:

• Provide proactive assistance to Private Bankersin overseeing client portfolios, ensuring a seamless and high-quality client experience.

• Assist with the preparation and processing of account opening documentation, KYC (Know Your Client) compliance, and ongoing due diligence.

• Support the development of investment proposals, portfolio assessments, and customized financial solutions tailored to client needs.

• Collaborate with internal teams to ensure the smooth execution of credit approvals and investment transactions.

• Continuously monitor client portfolios and identify opportunities to refine and enhance financial strategies.

• Maintain adherence to regulatory requirements and internal policies to uphold high operational standards.

• Act as the primary contact for client inquiries, delivering timely and effective support.

Job Requirements

The ideal candidate should have:

• At least five years of experience in private banking, with strong exposure to the Greater China market.

• A bachelor's degree in finance, economics, business administration, or a related discipline, along with CACS Paper 1 and 2 certification.

• A comprehensive understanding of financial products, investment solutions, and regulatory frameworks.

• Fluency in English and Mandarin to effectively communicate with Greater China clients.

• Excellent organizational, interpersonal, and analytical skills, with the ability to perform under pressure in a dynamic environment.

If you are passionate about private banking and eager to contribute to a high-performing team, we encourage you to apply for this exciting opportunity. Join us in delivering first-class service to our esteemed clients in the Greater China region.

Apply now or contact us to find out more!

EA No 23S1936
Reg No: R23118623