Assistant Relationship Manager

LGT Crestone Wealth Management Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

LGT Crestone Wealth Management Limited in Hong Kong seeks an experienced Private Banking Assistant/ARM to support Relationship Managers in servicing clients and maintaining strong relationships. You will handle client onboarding, account administration, and regulatory compliance, ensuring accuracy and efficiency in daily tasks.

The role demands excellent communication, Mandarin and English fluency, and the ability to multitask in a fast-paced, professional environment within a leading private

Qualifications

• Minimum 10 years in Banking/Finance, including 7 years in Private Banking.
• Excellent communication and presentation skills.
• Strong ability to multitask with speed and accuracy.
• Outgoing, direct, independent personality.
• Fluent in English and Mandarin.
• Diploma or above in business-related discipline.
• Proficient in Word, Excel, PowerPoint.
• Employment subject to Mandatory Reference Checking process.

Responsibilities

• Provide support to Relationship Managers in servicing clients and building long-term relationships.
• Ensure high-quality client and account administration with accuracy and efficiency.
• Conduct business in line with regulatory expectations and bank policies.
• Maintain Fit & Proper standards and regulatory requirements at all times.
• Handle client onboarding, investment suitability, and documentation to ensure compliance.

Skills

Communication skills

Presentation skills

Multitasking

Independent personality

Fluent English

Fluent Mandarin

Education

Business-related degree

Tools

Word

Excel

PowerPoint

Job description

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

“Become part of a family – not just a company.”
Working in an inspiring and international environment.

We are always looking for qualified, motivated and dedicated colleagues. Discover the below opportunities open to you:

Job Description

• Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
• Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks
• Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes.
• Maintain personal ‘Fit & Proper’ requirements and fulfill industry competence/regulatory/notification requirements at all times.
• Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations.
• Meet individual targets as per own BSC and attend all relevant meetings/trainings.
• Understand the profile/needs of clients well to be able to match LGT’s offering with client requirements.
• Meet the day-to-day servicing requirements of all clients (eg execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).
• Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.
• Understand and use LGT’s platform and offering responsibly, ensuring resources (eg Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
• Be punctual, attend phones calls, cover lunch duty and backup other ARMs (expected and unexpected absences as assigned) in a prompt, efficient and professional manner.
• Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.
• Support of marketing events/ functions.
• Serve as a brand ambassador for the culture and values of LGT Group during interaction with clients/stakeholders and in public behavior.
• Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner.
• Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behavior in day-to-day business.
• Handle/support any additional task/ad hoc project as required/assigned.

Requirements

• At least 10 years working experience in Banking/Financial industry including 7 years working in Private Banking sector\
• Excellent communication and presentation skill
• Strong ability to multitask with speed and accuracy
• Outgoing, direct, strong and very independent personality
• Fluent English and Mandarin is a must
• Diploma holder or above in a business-related discipline
• Proficiency in PC applications including Word, Excel, PowerPoint an
• Please note that the employment of this role is subject to the Mandatory Reference Checking (MRC) Scheme, under which we will be required to approach any former and current Authorized Institution employer(s) of a prospective employee to request conduct-related information covering the past seven years. For more information, please refer to this webpage: Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.