We are partnering with a leading international wealth management platform seeking a motivated and detail-oriented Assistant Relationship Manager to support Relationship Managers in delivering high-quality service to high-net-worth clients.



Key Responsibilities

• Provide day-to-day support to Relationship Managers in managing client portfolios and servicing client needs
• Assist in account opening processes, documentation, KYC reviews, and periodic account maintenance
• Prepare client materials including portfolio reviews, investment proposals, and meeting presentations
• Execute client transactions accurately and in a timely manner across various asset classes
• Liaise with internal stakeholders (e.g., compliance, operations, products) to ensure smooth onboarding and servicing
• Monitor and follow up on pending client requests and ensure timely resolution
• Support in identifying opportunities to enhance client engagement and service delivery

Requirements

• 2-5 years of relevant experience in private banking, wealth management, or financial services
• Strong understanding of banking products, including equities, fixed income, FX, and structured products
• Familiarity with account opening, KYC/CDD requirements, and regulatory standards
• Detail-oriented, well-organised, and able to manage multiple tasks effectively
• Strong communication and interpersonal skills
• Proactive, team-oriented, and eager to learn
• Fluency in English, Mandarin and Chinese is required