Job ref no.: CT3115413-01#1528

Assistant Relationship Manager - Private Wealth Management

Asia Progress Executive Limited

This client is a reputable top ranked Chinese bank. To expand their private banking business, they are inviting professional calibers to join their Private Wealth Management in Hong Kong.

Assistant Relationship Manager - Private Wealth Management


  • Working closely with the PB to quickly and accurately process trade transactions within cut off times and following up on orders placed with other booking centers to ensure everything is in order.
  • Working closely with PB to ensure availability of funds prior to transaction processing and signature / instruction verification procedures are followed without fail.
  • Booking with clients and dealers, settlements as well as inputting the transactions
  • Sort and review daily reports for PB's verification, assist in preparation of anti- money laundering reports.
  • Prepare daily reports to monitor upcoming action e.g. maturing bonds, corporate actions etc and filling in order
  • Liaise with Operations to ensure clients instructions are carried out, and to rectify any operational discrepancies if necessary.
  • Advise clients that instructions have been carried out.
  • Work together with PBs in meeting all compliance, operational and due diligence requirements.
  • Comply entirely with company code of conduct and best ethical practices whilst maintaining strict confidentiality.
  • Meeting clients who call at the office in the absence of regular PBs (together with a back-up PB) and accompany PBs on client calls when required to facilitate follow ups and prepare reports.
  • Handling incoming enquiries from clients and periodic calculation of account performance
  • Credit Applications: new and renewals and prepare credit proposals
  • Assist in keeping track of PBs' AUMs & Revenues on a monthly basis
  • Work with PB to ensure the Account opening documentation is prepared and completed correctly, verified and submitted for approval to local booking centre and to other booking centres.
  • Prepare presentations, proposals, ad hoc reports and send out various promotion items to clients on request by PBs.


  • Degree Holder in Finance, Business or related discipline
  • SFC Type 1 holder is a must , Type 4 is an advantage
  • Minimum +3 years of experience in Private Wealth Client Relationship/ Sales Assistant
  • Proficient English, Cantonese and Mandarin
  • Hands on experience of KYC and account opening procedures
  • Strong knowledge on MS Office operating and Finance system : Bloomberg, Reuters
  • Excellent interpersonal and communication skills, organisational skills, timeliness and accuracy and a positive attitude to work

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More job information
Job ref no. CT3115413-01#1528
  • N/A
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Degree
  • Master's degree