Assistant Relationship Manager

KGI Bank Company Limited; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

KGI Bank Company Limited invites applications for a Support Relationship Manager role in its Private Banking team. You will assist in managing a portfolio of High-Net-Worth individuals, service clients, and prepare materials for meetings and proposals.

You will coordinate transactional activities and ensure adherence to internal policies and regulatory requirements. The ideal candidate holds a Bachelor's degree in a related field, with 2+ years in Private Banking/Wealth Management, and may have

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related discipline.
• At least 2 years of relevant Private Banking/Wealth Management/retail banking experience.
• Professional qualifications preferred (ECF-PWM, CFA, CFP).
• HKSI Licensing Examinations Papers 1, 7 & 8 preferred.
• Knowledge of wealth management products (funds, structured products, FX, fixed income, insurance).
• Strong interpersonal and communication skills with a customer service mindset.
• MS Office proficiency, especially Excel and PowerPoint.
• Fluent in English, Cantonese, and Mandarin.

Responsibilities

• Support Relationship Managers in managing a portfolio of HNWI clients and servicing their needs.
• Assist in maintaining and strengthening client relationships through timely follow-up and account reviews.
• Prepare client meeting materials, portfolio reports, and investment proposals.
• Coordinate execution of investment, financing, treasury, and wealth management transactions per client instructions and procedures.
• Handle account opening, KYC reviews, due diligence, documentation updates, and regulatory requirements.
• Ensure all client activities comply with regulatory and internal risk policies.

Skills

Client servicing

Relationship management

Communication skills

MS Office

Education

Bachelor’s degree in Finance, Business Admin, Economics or related

Tools

HKSI Licensing Papers 1/7/8

Job description

Support Relationship Managers in managing and servicing a portfolio of High-Net-Worth Individual (HNWI) clients

Assist in maintaining and strengthening client relationships through timely follow-up, account reviews, and day-to-day client servicing

Prepare client meeting materials, portfolio reports, investment proposals, and other client-related documentation

Coordinate the execution of investment, financing, treasury, and wealth management transactions in accordance with clients’ instructions and internal procedures

Handle account opening, KYC reviews, customer due diligence, documentation updates, and other regulatory requirements

Ensure all client activities and transactions comply with regulatory requirements, internal policies, and risk management standards

We offer attractive remuneration package and comprehensive fringe benefits.

Requirements:

Bachelor's degree in Finance, Business Administration, Economics, or a related discipline

At least 2 years of relevant experience in Private Banking, Wealth Management, Retail Banking, or the financial services industry

Professional qualifications such as ECF-PWM, CFA, CFP, or other relevant certifications preferred

Passes in HKSI Licensing Examinations Papers 1, 7 & 8 preferred

Good understanding of wealth management products, including investment funds, structured products, foreign exchange, fixed income products, and insurance solutions

Strong organizational and coordination skills with attention to detail

Excellent interpersonal and communication skills with a strong customer service mindset

Able to work effectively in a fast-paced environment and manage multiple priorities

Proficiency in Microsoft Office applications, particularly Excel and PowerPoint

Strong command of written and spoken English, Cantonese, and Mandarin

This is an in-scope position under the Mandatory Reference Checking (MRC) Scheme. For details, please refer to the corresponding website: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

Please note that if you fail to provide the required information, the Bank will be unable to process your employment application

All information received will be kept in strict confidence and will be treated only for employment-related purposes