Head of Assistant Relationship Management, Private Banking

Michael Page International (HK) Ltd; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

Head of Assistant Relationship Management in Private Banking in Hong Kong leads the ARM team to deliver frontline support to Relationship Managers across client onboarding, servicing, and transaction processing. The role demands strong leadership and deep knowledge of private banking workflows.

Reporting to private banking management, you will partner with RMs and team heads, drive process improvements, uphold governance, and build a collaborative ARM culture while guiding platform initiatives

Qualifications

• Experience in Private Banking or Wealth Management frontline roles.
• Experience leading an ARM or client servicing team.
• Strong knowledge of onboarding, maintenance and frontline workflows.
• Understanding of KYC, AML and related controls.
• Excellent English and Chinese; Mandarin advantageous.

Responsibilities

• Lead and develop the ARM team, manage workload and service standards.
• Coordinate with Relationship Managers and Team Heads to provide high-quality client support.
• Oversee client onboarding, account maintenance, and transaction processing.
• Escalate complex servicing and operations issues with downstream controls.
• Improve front-office workflows and operational processes for efficiency.
• Maintain governance and compliance with internal policies and regulations.
• Collaborate on platform initiatives and Private Banking projects.
• Foster a collaborative ARM culture and consistency across RM teams.

Skills

Leadership

Stakeholder management

KYC/AML knowledge

Communication skills

Private Banking knowledge

Job description

Head of Assistant Relationship Management, Private Banking

Reporting to senior Private Banking management, the successful candidate will lead the ARM team and ensure effective support to Relationship Managers across client servicing, onboarding, transactions and day-to-day business activities.

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.

Description

Key responsibilities:

• 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.

Profile

• 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.