Assistant Relationship Manager Team Manager

GTS Consulting; Hong Kong; On-site; HKD 350,000 - 650,000; Full time

Job summary

GTS Consulting is seeking a capable Team Lead to manage a group of Assistant Relationship Managers supporting Private Banking clients in Hong Kong. You will oversee client inquiries, regulatory compliance, and staff development while ensuring efficient operations.

The role emphasizes coaching ARMs, maintaining staffing levels, and delivering timely, accurate service to both internal and external stakeholders within a high-regulation environment.

Qualifications

• Experience leading a team in private banking or wealth management.
• Strong understanding of regulatory requirements and risk controls.
• Excellent client service, communication, and mentorship skills.

Responsibilities

• Manage a team of Assistant Relationship Managers to support Relationship Managers servicing Private Banking clients.
• Respond to client enquiries and instructions with timely resolution.
• Ensure adherence to internal and external regulations and policies.
• Provide training, mentorship, and guidance to ARMs.
• Ensure adequate staffing to meet workload fluctuations and coverage needs.
• Enhance staff morale and career development through active engagement and training reviews.
• Calibrate performance evaluations and promote recommendations.
• Provide pipeline management support to Market Head/Team Head.
• Coordinate with front office stakeholders on dissemination-related activities.
• Review and optimize processing workflows to improve efficiency.
• Investigate and resolve queries with proper closure.
• Consolidate and prepare management reports for Front Office and Business Managers.
• Guide the team on compliance with Operational Risk framework and policies.
• Coordinate Front Office activities including Business Continuity and reporting.
• Handle scheduling, correspondence, travel arrangements, meetings, and presentations.
• Maintain records for all team matters.
• Follow up on account reviews, documentation, and remediation tasks.
• Support pre-audit health checks and rectify observations within deadlines.
• Coordinate with Product Groups, Operations and other functions as needed.

Skills

Team leadership

Client service

Regulatory compliance

Training & coaching

Stakeholder management

Job description

• Manage a team of Assistant Relationship Managers (ARMs) to provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to client enquiries and instructions, ensuring timely resolution of issues and requests.
• Ensure adherence to internal and external regulations and policies at all times.
• Provide training, mentorship, and guidance to ARMs to ensure they are competent in carrying out their duties.
• Ensure adequate team staffing to meet fluctuations in work volume, leave coverage, and work emergencies.
• Enhance staff morale and career development through active engagement and review of training needs.
• Calibrate performance evaluations and make promotion recommendations.

About Our Client

A top-tier Asian private bank

Location:

Hong Kong

Responsibilities

• Manage a team of Assistant Relationship Managers (ARMs) to provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to client enquiries and instructions, ensuring timely resolution of issues and requests.
• Ensure adherence to internal and external regulations and policies at all times.
• Provide training, mentorship, and guidance to ARMs to ensure they are competent in carrying out their duties.
• Ensure adequate team staffing to meet fluctuations in work volume, leave coverage, and work emergencies.
• Enhance staff morale and career development through active engagement and review of training needs.
• Calibrate performance evaluations and make promotion recommendations.

Team Administrative Support

• Provide support to Market Head / Team Head for pipeline management.
• Act as the single point of contact representing the front office to coordinate with stakeholders on all dissemination-related activities.
• Proactively review and enhance processing workflows to improve operational efficiency and service quality.
• Investigate and resolve queries, ensuring proper closure on issues raised.
• Consolidate and prepare management reports for Front Office team and Business Managers in a timely manner.
• Provide guidance to the team on compliance with Operational Risk framework, policies, procedures, and guidelines.
• Coordinate and support Front Office activities (e.g., Business Continuity, reporting, and administrative matters).
• Handle administrative duties including scheduling appointments, preparing correspondence, making travel arrangements, arranging meetings, and producing presentation materials.
• Maintain proper record-keeping for all team-related matters.
• Follow up on account reviews, portfolio reviews, credit reviews, outstanding documentation (e.g., documentation discrepancies, W8 refresh, CRS, FATCA remediation, tax declaration, credit documentation, mandatory documentation remediation), daily downgrade reports, monthly mismatch reports, and other remediation exercises.
• Facilitate front office audit readiness by assisting in pre-audit health checks and ensuring audit observations are rectified within stipulated timeframes.
• Coordinate with Product Groups, Operations, and other functional areas as necessary.