about the company.
Our client is a leading, award-winning regional private banking group renowned for its dedicated wealth management focus and strong balance sheet backing. Operating as a premier wealth management platform across key global financial hubs, the firm offers an exceptional suite of tailored investment, credit, and estate planning solutions to high-net-worth and ultra-high-net-worth clients worldwide.
about the team.
You will lead and supervise the Assistant Relationship Manager (ARM) / Client Service Team, acting as a crucial operational anchor for the Private Banking division. Working directly alongside Market Heads, Team Heads, and Senior Private Bankers, the team ensures seamless client execution, robust risk control, and premier service delivery across HNW/UHNW portfolios.
about the job.
As the ARM Team Head / Lead, you will manage, mentor, and optimise the ARM desk while driving operational efficiency, regulatory compliance, and high service quality:
- Team Leadership & Development: Supervise and coach a team of ARMs; drive staff engagement, workload distribution, leave coverage, performance calibration, and career progression.
- Operational & Front-Office Oversight: Serve as the primary FO liaison with Operations, Compliance, and Risk to streamline onboarding, order execution, trade settlements, and client requests.
- Risk Management & Governance: Ensure strict adherence to internal policies, HKMA/SFC regulatory requirements, AML/KYC, account reviews, and pre-audit health checks.
- Workflow Optimisation: Review and refine operational workflows, drive digital system enhancements, and resolve complex operational or client escalations promptly.
- Management Support: Assist Market Heads/Business Managers with pipeline reporting, management presentations, and team administrative governance.
skills & experience required.
- University degree in Business Administration, Finance, Banking, or related disciplines.
- Minimum 8 years of experience in Private Banking client servicing, middle office, or ARM function, with a proven supervisory or people management track record.
- Strong knowledge of private banking products, credit processes, onboarding/KYC requirements, and regional regulatory frameworks (HKMA/SFC).
- Excellent leadership, stakeholder management, and problem-solving skills with a continuous improvement mindset.
- Relevant regulatory licences (e.g., HKSI Paper 1, 7, 8) preferred.
- Fluent in English and Chinese (Mandarin and/or Cantonese).
If you are interested in this role, please click 'Apply Now' or send your CV directly to pearl.chu@randstad.com.hk.
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