Assistant Relationship Manager (Southeast Asia)

Tasks

The duties of the Assistant Relationship Manager include:

• Assisting the Relationship Manager with client interactions and all related tasks
• Customization of client requests (reporting, statistics, meetings, etc.)
• Managing the relationship manager's calendar, organizing client meetings and business trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absence

Business Management

The responsibilities in the area of business management include:

• Regular collection and exchange of relevant information
• Organizing one's own work in an efficient and compliant manner
• Assisting the Relationship Manager in implementing projects and initiatives
• Provision of professional input and suggestions for improvements
• Management of the expense reporting process for the Relationship Manager

Risk Management & Compliance

The responsibilities in the Risk Management & Compliance department include:

• Assisting the Relationship Manager with daily tasks (e.g., client documentation, reporting concerns, tracking issues)
• Adherence to local regulations and compliance with internal policies and standards
• Ensuring appropriate ethical and compliant conduct
• Ensuring accurate and clear documentation of client interactions

Requirements

The requirements for the Assistant Relationship Manager are:

• A strong university degree in finance, economics, or a related field
• At least 3 years of experience in a similar support role in private banking or an equivalent institution
• Understanding of execution and back-office processes, as well as legal and compliance procedures
• Proven experience in servicing complex clients
• Practical knowledge of various banking system applications
• Sufficient knowledge of financial markets (e.g., Bloomberg, Reuters)
• Fluency in English (Cantonese and Mandarin)
• Relevant regulatory licenses from the HKMA / SFC

Professional Skills

The required professional skills are:

• A strong commitment to service and a passion for client service
• Friendly, competent and professional communication
• Open, approachable, and shows genuine interest in people and process improvements
• Systematic, proactive, and demonstrates a flexible approach to work and the ability to work under pressure
• Personal integrity and ethical behavior