Private Banking: Assistant Relationship Manager (HK)

Gravitas Recruitment Group Hong Kong; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Professional Growth

Collaborative Culture

Competitive Rewards

Job summary

Gravitas Recruitment Group Hong Kong is recruiting an Assistant Relationship Manager to support a Private Banking team serving HNW/UHNW clients in Hong Kong. You will work with Senior Relationship Managers to maintain client portfolios, oversee onboarding, and assist with trades across asset classes.

The role requires 3–6 years’ experience in private banking or related fields, a Finance/ Economics/ Business Admin degree, and fluency in English and Cantonese/Mandarin.

Qualifications

• 3–6 years of experience in private banking, wealth management, or corporate banking.
• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Solid understanding of private banking compliance and KYC/AML processes.
• Proficient in portfolio management systems, Bloomberg and MS Office; strong numerical/analytical skills.

Responsibilities

• Support Senior Relationship Managers in servicing HNW/UHNW clients and inquiries.
• Coordinate end-to-end onboarding and account opening with strict KYC/AML compliance.
• Assist with trade execution, credit/lending requests, transfers and portfolio tasks across assets.
• Prepare portfolio reviews, wealth planning documents and client meeting briefs.
• Collaborate with investment, legal, compliance and operations teams to resolve client queries.

Skills

Relationship management

Client service

Communication

Analytics

Education

Bachelor's degree in Finance/Economics/Business Administration

Tools

Bloomberg Terminal

Portfolio management systems

Microsoft Office

Job description

Gravitas Recruitment Group Hong Kong is recruiting an Assistant Relationship Manager to support a Private Banking team serving HNW/UHNW clients in Hong Kong. You will work with Senior Relationship Managers to maintain client portfolios, oversee onboarding, and assist with trades across asset classes.

The role requires 3–6 years’ experience in private banking or related fields, a Finance/ Economics/ Business Admin degree, and fluency in English and Cantonese/Mandarin.