PB Relationship Manager Assistant (PB RMA)(50K)

Manpower Services (Hong Kong) Limited; Hong Kong; On-site; HKD 45,000 - 55,000; Full time

Job summary

[Private Banking Institution] is seeking a detail-oriented Private Banking Relationship Manager Assistant to support senior bankers and ensure seamless service delivery for HNW/UHNW clients. You will handle daily accounts, complex transactions, and collaborate with product specialists to execute bespoke wealth solutions.

The role emphasizes regulatory compliance, KYC/AML reviews, precise documentation, and excellent client service.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related discipline.
• 2–4 years of experience in banking or financial services, with exposure to Private Banking or Wealth Management preferred.
• Exceptional organizational skills with meticulous attention to detail and high accuracy under pressure.
• Strong understanding of banking products and investment vehicles.
• Professional communication and discretion handling sensitive information; high emotional intelligence.
• Proficiency in banking operating systems and CRM tools; multilingual skills are a plus.

Responsibilities

• Serve as secondary point of contact for HNW/UHNW clients, handling inquiries and account maintenance.
• Assist RMs in preparing client portfolio reviews, wealth-planning reports, and meeting materials.
• Coordinate with internal product specialists to execute complex client instructions.
• Manage end-to-end client onboarding and KYC/AML reviews.
• Process transactions including wires, credit facilities, FX deals, and investments.
• Maintain accurate client records and CRM documentation.

Skills

Organizational skills

Attention to detail

Banking product knowledge

CRM tools proficiency

Communication skills

Discretion with sensitive information

Multilingual (asset)

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business Administration

Tools

CRM systems

Banking operating systems

Job description

PB Relationship Manager Assistant (PB RMA)(50K)

Our client is a prestigious global financial institution renowned for its elite private banking and wealth management services. Serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families globally, the organization offers bespoke financial solutions, sophisticated investment strategies, and exceptional concierge-level service. They are currently seeking a detail-oriented, driven Private Banking Relationship Manager Assistant to support senior bankers and ensure seamless service delivery for high-value clients.

About the Organization

Our client is a prestigious global financial institution renowned for its elite private banking and wealth management services. Serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families globally, the organization offers bespoke financial solutions, sophisticated investment strategies, and exceptional concierge-level service. They are currently seeking a detail-oriented, driven Private Banking Relationship Manager Assistant to support senior bankers and ensure seamless service delivery for high-value clients.

Position Summary

The Private Banking Relationship Manager Assistant plays a crucial operational and client-facing support role within the Private Wealth Management division. Working closely with senior Private Bankers / Relationship Managers, you will act as the primary operational anchor, managing daily accounts, handling complex transactions, coordinating bespoke wealth solutions, and ensuring flawless adherence to regulatory and compliance standards.

Key Responsibilities

• Client Service & Relationship Support:

  • Serve as a trusted secondary point of contact for HNW/UHNW clients, handling day-to-day inquiries, account maintenance, and administrative requests with absolute discretion and professionalism.

  • Assist RMs in preparing comprehensive client portfolio reviews, pitch books, wealth-planning reports, and meeting materials.

  • Coordinate with internal product specialists (investment management, trust, credit, and foreign exchange) to execute complex client instructions.

• • Manage end-to-end client onboarding, account opening documentation, and periodic Know Your Customer (KYC) / Anti-Money Laundering (AML) reviews.

  • Process transactions accurately, including wire transfers, credit facilities, foreign exchange deals, and investment trades, ensuring swift and error-free execution.

  • Maintain precise client records, CRM entries, and documentation in compliance with bank policies.

Key Requirements & Qualifications

• Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.

• Experience: Minimum of [2-4 years] of experience in banking or financial services, with prior exposure to Private Banking, Wealth Management, or premier retail banking support preferred.

• Core Competencies:

  • Exceptional organizational skills with a meticulous attention to detail and high accuracy under pressure.

  • Strong understanding of banking products, investment vehicles, and basic wealth management concepts.

  • Professional communication and interpersonal skills, with a high degree of emotional intelligence and absolute discretion handling sensitive information.

  • Proficiency in banking operating systems and CRM tools; multi-lingual capabilities are a strong asset depending on the target market.