Head of Assistant Relationship Management, Private Banking

Michael Page (Hong Kong); Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Michael Page (Hong Kong) is assisting a respected financial institution in Hong Kong to appoint a leader for the Assistant Relationship Management (ARM) function within Private Banking. The role leads the ARM team, partners with RMs and senior managers, and oversees onboarding, servicing, and process governance to strengthen frontline support.

You will drive platform improvements, coordinate with Operations, Compliance and Risk, and promote a strong ARM culture across RM teams while ensuring

Qualifications

• Experience in Private Banking or Wealth Management advisable
• Proven ability to lead ARM or frontline teams
• Strong knowledge of client onboarding, accounts maintenance and transaction processes
• Understanding of KYC/AML controls within Private Banking
• Excellent stakeholder management with RM teams and senior management
• Bilingual English/Chinese communication advantageous

Responsibilities

• Lead and develop the ARM team, manage workload allocation and maintain service standards
• Partner with Relationship Managers and Team Heads to provide high-quality support across the client lifecycle
• Oversee client onboarding, account maintenance, documentation, transaction processing and ongoing servicing
• Act as escalation point for complex servicing and coordinate with Operations, Compliance, Risk and other controls
• Drive improvements to front-office workflows and operational processes for efficiency and client experience
• Maintain governance and controls across ARM, ensuring regulatory adherence
• Collaborate on platform initiatives, process transformation and Private Banking projects
• Build a collaborative ARM culture with consistent support across RM teams

Skills

Private Banking

Team Leadership

Stakeholder Management

Onboarding & Servicing

AML/KYC knowledge

English & Chinese communication

Education

Bachelor's degree in Finance/Business

Job description

• Leadership role overseeing the Private Banking ARM function
• Opportunity to drive service improvements and strengthen the ARM platform

About Our Client

Our client is an established financial institution with a growing Private Banking franchise in Hong Kong. They are looking for an experienced private banking professional to lead the Assistant Relationship Management function and strengthen the overall frontline support platform.

Job Description

• Lead and manage the ARM team, including team development, workload allocation and overall service standards.
• Partner closely with Relationship Managers and Team Heads to provide high-quality support across the entire client lifecycle.
• Oversee client onboarding, account maintenance, documentation, transaction processing and ongoing client servicing activities.
• Act as a key escalation point for complex client servicing and operational matters, coordinating with Operations, Compliance, Risk and other control functions.
• Drive improvements to front-office workflows, service models and operational processes to enhance efficiency and client experience.
• Maintain strong governance and controls across the ARM function, ensuring appropriate adherence to internal policies and regulatory requirements.
• Work closely with management on platform initiatives, process transformation and broader Private Banking projects.
• Build a strong, collaborative ARM culture and ensure consistent support standards across different RM teams.

The Successful Applicant

• Solid experience within Private Banking or Wealth Management, ideally within an ARM, client servicing, business management or frontline support capacity.
• Proven experience leading and developing an ARM or client servicing team.
• Strong understanding of Private Banking client onboarding, account maintenance, transaction processes and frontline workflows.
• Good knowledge of KYC, AML and relevant Private Banking control requirements.
• Strong stakeholder management skills with experience partnering with RMs, senior management and control/support functions.
• Able to manage complex operational issues while maintaining a strong client-service mindset.
• Strong communication skills in English and Chinese; Mandarin would be advantageous.