Global Private Banking Assistant: Elevate HNW Client Experience

PeopleLink Services Limited; Hong Kong Island; On-site; HKD 500,000 - 660,000; Full time

Job summary

PeopleLink Services Limited seeks an Assistant Relationship Manager for a Global Private Bank. You will support the Private Banker, execute trades for high-net-worth clients, and prepare reports while ensuring full compliance with bank policies.

The role requires a Finance-related degree, HKSI and IIQE licenses, and at least 5 years of private banking experience with Greater China exposure. Mandarin and English fluency are highly preferred.

Qualifications

• Degree holder or above with major in Finance or related discipline.
• HKSI license Paper 1, 7 & 8 and IIQE Papers I & III.
• At least 5 years of solid working experience in private banking with Greater China exposure preferred.
• Solid experience supporting Private Bank Relationship Manager.
• Fluent in Mandarin and English preferred.

Responsibilities

• Provide all-rounded support to Private Banking Relationship Manager.
• Perform trade execution for high-net-worth clients across equities, bonds, FX, structure products, funds, etc.
• Prepare marketing materials, trade execution, credit proposals, and investment/ funding transactions.
• Handle new account openings and closure documents to ensure full regulatory compliance.
• Respond to client queries and liaise with internal/external parties for requests.
• Prepare ad-hoc and regular internal reports for senior management.
• Comply with regulatory requirements and bank policies; monitor for money-laundering risks.

Skills

Private Banking

Relationship Management

Trade execution

Client service

Mandarin

English

Education

Finance related degree

Job description

PeopleLink Services Limited seeks an Assistant Relationship Manager for a Global Private Bank. You will support the Private Banker, execute trades for high-net-worth clients, and prepare reports while ensuring full compliance with bank policies.

The role requires a Finance-related degree, HKSI and IIQE licenses, and at least 5 years of private banking experience with Greater China exposure. Mandarin and English fluency are highly preferred.