Relationship Management Support Officer - Top UK bank!

Michael Page International (HK) Ltd; Hong Kong; On-site; HKD 240,000 - 320,000; Full time

Benefits offered by this job

AL 15 days

Work life balance

Job summary

Michael Page International (HK) Ltd in Hong Kong is seeking a Relationship Management Support Officer to assist relationship managers focused on private banking clients. You will handle client onboarding, KYC/CDD processes and documentation, coordinating with internal teams to ensure smooth service delivery.

The role requires strong analytical and communication skills in English and Chinese, with a degree in business administration or related field.

Qualifications

• Experience assisting relationship managers with CDD/KYC in private banking
• Strong analytical and problem-solving abilities
• Excellent written and spoken English and Chinese communication

Responsibilities

• Assist relationship managers with client onboarding and account maintenance
• Prepare and manage client documentation per regulatory standards
• Coordinate with internal departments to fulfill client requests
• Maintain accurate client records and update systems
• Address client inquiries and escalate issues as needed
• Provide administrative support including scheduling meetings and producing reports
• Monitor accounts for compliance with internal policies
• Support ad-hoc projects and tasks as assigned

Skills

CDD/KYC

Analytical skills

Interpersonal skills

English & Chinese

Education

Bachelor's Degree in Business Administration

Job description

Relationship Management Support Officer - Top UK bank!

• Assisting relationship managers with client onboarding and account maintenance processes.
• Preparing and managing client documentation in compliance with regulatory standards.
• Coordinating with internal departments to ensure smooth execution of client requests.
• Maintaining accurate client records and updating relevant systems as needed.
• Addressing client inquiries and escalating issues to appropriate teams when necessary.
• Providing administrative support, including scheduling meetings and preparing reports.
• Monitoring account activities to ensure compliance with internal policies and procedures.
• Supporting ad-hoc projects and tasks as assigned by the team.

Good expsure assisting relationship manager - CDD/ KYC focusPrivate Banking client focus

• Bachelor's Degree holder of Business Administration or relevant discipline
• Fresh graduate or candidate with relevant of working experience in KYC/CDD field within banking/ Financial Services sector
• Strong analytical, problem-solving and interpersonal skills
• Good speaking and writing skills in English and Chinese

Our client is one of the Big 4 bank in Hong Kong and they are currently looking for a Relationship Management Support Officer to be responsible for client due diligence, assist relationship manager with focus in private banking clients.

• Great exposure in ARM/ CDD/ KYC field
• 15 days of AL
• Work life balance