assistant relationship manager in Hong Kong

cathleen chen, randstad hong kong
job type
HK$ 40,000 - HK$ 50,000 per month

job details

hong kong
banking & financial services
job type
working hours
HK$ 40,000 - HK$ 50,000 per month
reference number
cathleen chen, randstad hong kong
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job description

  • Top 4 boutique firms
  • Work life balance
  • Great working culture
about the company.Our client is a prestigious private bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced professional to join their team as assistant relationshp manager. about the team.You will be sitting with HK team, with a team of 4, serving the desk head with MD title. about the job.As an assistant relationship manager in HK tem supporting the desk head, your prime responsibility will be to:
  • Support the managing director in providing excellent service to high net-worth clients so as to achieve client retention and growth
  • Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients' requirements
  • Understand client requirements and assist him in the daily maintenance of client relationships
  • Act as the client's key interface over initiation of clients instructions, monitoring funds for payment, preparing clients fax instructions, forms and loan disbursement instructions
  • Ensure timely follow up on client calls / queries
  • Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of all required documentation
  • Track and follow up on outstanding documentation and all outstanding fee payments
skills & experiences required.
  • Degree holder, preferably in business or finance related discipline
  • Must be a Registered RI (Regulated Activities : Type 1 & 4)
  • Minimum of 4 years in Private Banking
  • Good knowledge to investment products and private banking services preferred
  • Excellent interpersonal and communication skills and be able to handle multiple tasks
  • Good command of written and spoken English and Chinese, fluent in Mandarin preferred

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Principal Consultant - Banking Front Office) at 852 2232 3482 for further discussion or email you updated resume to


Assistant relationship manager, client service manager, customer service manager, client service representative, assistant private banker


HKSI paper 1, 7, 8

educational requirements

Bachelor Degree