Senior Assistant Relationship Manager (PB)

Elliott Scott - HR search & recruitment; Hong Kong; Sur place; HKD 900 000 - 1 900 000; Plein temps

Résumé du poste

Elliott Scott HR Recruitment is assisting a leading Asian financial institution in Hong Kong to hire an experienced ARM for its private banking division. The role involves supporting Relationship Managers, onboarding clients, conducting KYC, and overseeing trade execution while coaching junior ARMs in a fast-paced transformation environment.

The ideal candidate holds HKSI/IIQE licences, a finance degree, 8+ years’ experience, and fluency in English, Chinese, and Putonghua.

Qualifications

• Bachelor's degree in Finance, Business, Banking or related disciplines.
• 8+ years' experience in finance and customer relationship management.
• HKSI and IIQE licenses preferred with competency for regulated activities.
• Strong customer orientation and communication skills.
• Fluent in English and Chinese; Putonghua fluency is required.

Responsabilités

• Support Relationship Managers in building and maintaining client relationships and delivering services.
• Assist in portfolio monitoring to enable rebalancing and trade orders.
• Primary contact for RM inquiries and administrative support.
• Assist onboarding, perform KYC/CDD, and process account openings.
• Take and execute trades with required licences.
• Coach junior ARMs and support team development.
• Escalate complex client servicing issues and process exceptions.
• Drive transformation initiatives, TOM redesigns, and system changes.
• Collaborate on training design with the Team Lead and coverage planning.
• Support workflow allocation and advisor team coverage.
• Participate in client meetings, providing documentation and follow-up actions.
• Provide leadership in ad-hoc projects aligned with business objectives.

Connaissances

Relationship management

KYC / due diligence

Trade execution

Team coaching

Regulatory compliance

English & Chinese fluency

Putonghua fluency

Banking products knowledge

Process improvement

Formation

Bachelor's degree in Finance/Business/Banking

Description du poste

A leading Asian financial institution is currently growing their private banking division in Hong Kong and this is a rare opportunity to join a growing, entrepreneurial wealth management platform at an inflection point. They are looking for an experienced ARM to support the private banking business, reporting to the team head.

Key Responsibilities:

• Support Relationship Managers in building and maintaining cordial client relationships and providing quality client services
• Assist Relationship Managers to conduct ongoing portfolio monitoring to facilitate rebalancing and transaction orders
• Act as the primary point of contact for Relationship Managers for client enquiries and administrative support
• Assist in client onboarding, perform KYC and due diligence, and collaborate with internal departments to process account opening
• Take and execute trades and handle administrative duties; hold the relevant licence (HKSI and IIQE)
• Act as a coach to junior ARMs within the cluster, supporting their development and progression
• Serve as an escalation point for complex client servicing issues, operational queries, and process exceptions
• Help drive the team's transformation agenda — contributing to process redesign, system changes, and best target operating model (TOM) practices
• Work closely with the Team Lead and Chief of Staff on training programme design and coverage planning
• Partner with junior ARMs to embed new processes and ways of working across the team
• Support the Team Lead in workflow allocation and coverage alignment across advisor teamsParticipate in client meetings with Client Advisors where required, providing proactive support in documentation and follow-up actions
• Provide leadership in ad-hoc projects and initiatives, ensuring timely execution and alignment with business objectives

Requirements:

• Bachelor's degree in Finance, Business, Banking, or related disciplines
• 8+ years' experience in the finance industry and in customer relationship management preferred
• License holder of securities (HKSI) and insurance (IIQE), and fulfilment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance and Insurance Ordinance, strongly desired
• Strong customer orientation, with the ability to communicate effectively and create connections with others
• Proficiency in both English and Chinese; fluency in Putonghua is a must
• Ability to work independently and collaboratively in a fast-paced environment
• Strong understanding of investment products, compliance, and regulatory requirements
• Demonstrated ability to coach and develop junior team members
• Genuine motivation to change things — comfortable working in a transformation environment where processes and systems are evolving
• Experience contributing to process improvement, TOM design, or change initiatives is advantageous
• International bank background is not required, but an international mindset and adaptability are valued
• Established operational discipline and a clear understanding of private banking processes, KYC/CDD, and transaction execution

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