Job Title

Assistant Relationship Manager – Private Banking (Contract)

  • Position:
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  • Job ID: 03215
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Job Description


  • Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients
    · Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner
    · Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required
    · Proactively monitor clients’ account status and report for any irregularities
    · Act as a key contact, both external and internal, for clients’ daily operational enquiries
    · Ensure the performing transactions are in compliance with the Bank’s policies and legislative requirements


  • University degree with minimum 2 to 3 years private banking experience
    · Investment product knowledge and experience
    · Good communication and interpersonal skills
    · Customer-focused, self-motivated, and meticulous
    · Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications
    · Proficiency in written and spoken English and Chinese, ability to speak Mandarin will be an advantage
    · License Person of Type 1 and 4 under HKMA/SFC


Interested parties please send your detail resume in MS WORD format with current and expected salary through APPLY FOR THIS JOB.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

Required: Admin & HR

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Assistant Relationship Manager – Private Banking (Contract) (ID: 3215)

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