ARM, Private Bank (Foreign bank)

Gravitas Recruitment Group Hong Kong; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Professional Growth

Collaborative Culture

Competitive Rewards

Job summary

Gravitas Recruitment Group Hong Kong is recruiting an Assistant Relationship Manager to support a Private Banking team serving HNW/UHNW clients in Hong Kong. You will work with Senior Relationship Managers to maintain client portfolios, oversee onboarding, and assist with trades across asset classes.

The role requires 3–6 years’ experience in private banking or related fields, a Finance/ Economics/ Business Admin degree, and fluency in English and Cantonese/Mandarin.

Qualifications

• 3–6 years of experience in private banking, wealth management, or corporate banking.
• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Solid understanding of private banking compliance and KYC/AML processes.
• Proficient in portfolio management systems, Bloomberg and MS Office; strong numerical/analytical skills.

Responsibilities

• Support Senior Relationship Managers in servicing HNW/UHNW clients and inquiries.
• Coordinate end-to-end onboarding and account opening with strict KYC/AML compliance.
• Assist with trade execution, credit/lending requests, transfers and portfolio tasks across assets.
• Prepare portfolio reviews, wealth planning documents and client meeting briefs.
• Collaborate with investment, legal, compliance and operations teams to resolve client queries.

Skills

Relationship management

Client service

Communication

Analytics

Education

Bachelor's degree in Finance/Economics/Business Administration

Tools

Bloomberg Terminal

Portfolio management systems

Microsoft Office

Job description

Position Overview

We are seeking a dedicated and detail-oriented Assistant Relationship Manager (ARM) to join our dynamic Private Banking team in Hong Kong. In this support-driven yet growth-oriented role, you will work closely with Senior Relationship Managers (SRMs) to deliver exceptional, bespoke wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

This is an excellent opportunity for a banking professional looking to advance their career in private wealth management by partnering with senior bankers to manage complex client portfolios and drive business growth in a premier private banking environment.

Key Responsibilities

• Client Portfolio Support:

  • Partner with Senior Relationship Managers to service existing HNW/UHNW client relationships, acting as a key point of contact for day-to-day inquiries and operational requests.

• Account Opening & Onboarding:

  • Coordinate the end-to-end client onboarding and account opening process, ensuring strict adherence to KYC (Know Your Customer), AML (Anti-Money Laundering), and internal compliance standards.

• Trade Execution & Portfolio Administration:

  • Assist RMs with executing trades, processing credit/lending requests, handling fund transfers, and managing portfolio administrative tasks seamlessly across various asset classes.

• Client Reporting & Documentation:

  • Prepare regular portfolio reviews, wealth planning presentations, investment proposals, and meeting briefs for client pitches and annual reviews.

• Cross-Functional Collaboration:

  • Coordinate with internal stakeholders, including investment advisory, legal, compliance, and operations teams to resolve client queries and ensure smooth transaction execution.

Key Requirements

• Experience: Minimum 3 to 6 years of relevant experience within private banking, wealth management, or corporate banking as an Assistant Relationship Manager, Client Service Executive, or Investment Operations specialist.

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.

• Regulatory Knowledge: Sound understanding of private banking compliance, regulatory frameworks such as HKMA and SFC guidelines, and robust KYC/AML procedures.

• Technical & Analytical Skills: Proficient in portfolio management systems, Bloomberg, and Microsoft Office suite (Excel, PowerPoint, Word). Strong numerical and analytical capabilities.

• Interpersonal & Communication Skills: Excellent communication and stakeholder management skills with a client-first mindset and high attention to detail.

• Languages: Professional fluency in English and Cantonese / Mandarin is mandatory to effectively support regional and local client segments.

What We Offer

• Professional Growth: Clear career progression pathways toward becoming a fully-fledged Relationship Manager.

• Collaborative Culture: A supportive, high-performance work environment within a prestigious international private banking institution.

• Competitive Rewards: Attractive remuneration package, comprehensive medical benefits, and performance-based incentives.