Assistant Relationship Manger/ Client Account Manager

Isola Capital Limited; Hong Kong; In loco; HKD 350.000 - 520.000; Tempo pieno

Vantaggi offerti da questo lavoro

20 days annual leave

Health insurance

Descrizione del lavoro

Isola Capital Limited is seeking an Assistant Relationship Manager / Client Account Manager in Hong Kong to support the Wealth Management team. You will assist the Managing Director in managing client portfolios, delivering exceptional service, and ensuring regulatory compliance in a fast-paced environment.

The role requires strong analytical, communication and organizational skills, with exposure to UHNW clients and collaboration with regional teams.

Competenze

• Bachelor’s degree required; Finance/Business/Economics preferred.
• 3+ years in Banking, Finance, Asset management, or Family business.
• Experience in private banking or client service is a strong advantage.
• Proficiency in English and Chinese; strong communication skills.

Mansioni

• Manage daily client trading operations and support in client onboarding.
• Assist in client relationship management and back-end support.
• Handle client inquiries, service requests and complaints promptly.
• Maintain client data with AML/KYC and risk profiling compliance.
• Coordinate with third parties and operations for smooth service delivery.
• Prepare client reports, proposals and presentations with market insights.
• Attend client meetings, document notes and action items.

Conoscenze

English

Chinese

Analytical skills

Communication skills

Teamwork

Adaptability

Judgement

Formazione

Bachelor’s degree in Finance/Business/Economics

Strumenti

Microsoft Office

CRM systems

Descrizione del lavoro

Assistant Relationship Manger/ Client Account Manager

Isola Capital is a renowned asset management firm and multi-family office based in Asia, dedicated to serving ultra-high-net-worth families with bespoke wealth management solutions. Established in Hong Kong since 2010, with three offices globally, our reputation is built on trust, discretion and excellence. We are seeking a talented professional to join our Wealth Management Team as a Assistant Relationship Manger/ Client Account Manager. This role will be based in Hong Kong and will report to Managing Director.

Job Summary

We are seeking a dedicated and proactive individual to join our dynamic Wealth Management team in Hong Kong. The candidate will support the Managing Director in managing client portfolios and delivering exceptional client service to our Wealth Management clients. This role requires strong analytical, communication, and organizational skills to thrive in a fast-paced financial services environment. The successful candidate will play a key role in maintaining and expanding client relationships while ensuring operational excellence and compliance with regulatory requirements.

Key Responsibilities

Trading and Operations: Manage daily trading activities, including trade preparation, execution, and monitoring of credit reviews, line excesses, margin calls, collateral positions, and product quotations.

Client Relationship Management: Assist the Senior Team by providing support in relation to customer relationship management, account opening, system operations, information preparation, filing and back-end support;

Client Support: Handle client inquiries, service requests, and complaints efficiently, ensuring prompt resolution and high client satisfaction.

Data Management: Maintain and update client data, ensuring accuracy, completeness, and compliance with Anti-Money Laundering (AML), Know Your Client (KYC), and risk profiling requirements.

Third-Party Coordination: Liaise with third-party institutional players, operations teams, and other functional counterparts to ensure smooth service delivery.

Reporting and Analysis: Prepare high-quality client reports, proposals, and presentations, incorporating market analysis, business insights, and investment recommendations to support client decision-making.

Meeting Coordination: Participate in client meetings, document detailed meeting notes, and follow up on action items to ensure seamless execution of client deliverables.

Market Monitoring: Track market trends, competitive dynamics, and industry developments, providing actionable feedback to support strategic business decisions. Demonstrate basic knowledge and interest in Financial Markets.

Documentation: Maintain systematic and comprehensive records of client documentation, ensuring compliance with regulatory and internal standards.

Ad-Hoc Duties: Perform additional duties and responsibilities consistent with the Assistant Relationship Manager role or as assigned by your supervisor.

Qualifications/ Skills

Education: Bachelor’s degree. Majoring in Finance, Business, Economics, or a related field preferred.

Experience: Minimum of 3 years of relevant work experience in Banking, Finance, Asset management industry or Family business; prior experience as Assistant Relationship Manager/ Client Account Manager / Customer Service/ Ops in a private bank is a strong advantage.

Communication Skills: Proficiency in English and Chinese, excellent verbal and written communication abilities, with the ability to engage effectively with internal and external stakeholders.

Analytical Skills: Strong analytical skills in numbers and problem-solving abilities, with a keen attention to detail and the capacity to work in a fast-paced environment.

Technical Proficiency: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) with demonstrated mathematical and data analysis skills; familiarity with financial software or CRM systems is a plus.

Regulatory Knowledge: Familiarity with AML, KYC, and other regulatory requirements in the financial services industry is preferred.

Teamwork: Strong interpersonal skills with a collaborative mindset, able to work effectively in a team-oriented environment.

Adaptability: Ability to prioritize tasks, manage multiple responsibilities, and adapt to changing client and business needs.

Judgement: Strong judgement, discretion and the ability to handle confidential financial matters appropriately

Unparalleled Exposure: Report directly to Regional CEO and Managing Director

Career Acceleration: High-visibility role with immediate recognition and professional growth opportunities.

Dynamic Culture: Flat hierarchy, meritocratic environment, and a culture of smart ideas and swift execution.

Exposure to Global Ultra-High Net Worth clients and dynamic market opportunities.

Work at a people centric firm that embraces work life balance

Competitive compensation package with 20 days of annual leave provided plus employee health insurance