Assistant Relationship Manager ( Private Bank )

Osmium Consulting Group Limited; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

Osmium Consulting Group Limited is seeking an Assistant Relationship Manager (Private Bank) in Hong Kong to support senior relationship managers in building and expanding client relationships. You will prepare client reports, manage data, and assist in business development efforts.

The role requires strong communication, analytical and problem-solving abilities, with fluent English; additional language skills are a plus.

Qualifications

• Bachelor’s degree in Finance or Business preferred.
• 3 years of relevant work experience; ARM or customer service experience is a plus.
• Excellent communication and interpersonal skills; able to collaborate with stakeholders.

Responsibilities

• Assist senior relationship managers in maintaining and expanding client relationships.
• Prepare client reports and proposals with market analysis and insights.
• Manage and update client data for accuracy and completeness.
• Address client inquiries with prompt and effective solutions.
• Participate in client meetings and document notes; follow up on actions.
• Support sales and marketing activities and business development plans.
• Monitor market trends and provide feedback to inform strategies.

Skills

Communication

Interpersonal skills

Analytical thinking

Problem-solving

Data analysis

Team collaboration

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Office

Job description

Assistant Relationship Manager ( Private Bank )

Assist senior relationship managers in maintaining and expanding client relationships, ensuring client needs are met.

Prepare client reports and proposals, providing market analysis and business insights.

Manage and update client data, ensuring accuracy and completeness.

Address client inquiries and issues, providing prompt and effective solutions.

Participate in client meetings, document meeting notes, and follow up on action items.

Support sales and marketing activities, assisting in business development plans.

Monitor market trends and competitive dynamics, providing feedback to support business strategies.

Qualifications

Bachelor’s degree in Finance, Business, or a related field preferred.

3 years of relevant work experience; prior customer service or ARM experience is a plus.

Excellent communication and interpersonal skills, able to collaborate effectively with internal and external stakeholders.

Strong analytical and problem-solving abilities, capable of working in a fast-paced environment.

Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) with data analysis skills.

Fluent in both written and spoken English; additional language proficiency is a plus.

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