Boutique Swiss PB looking for Assistant Relationship Manager (8+ years experience or above)
Hamlyn Williams
Hong Kong, Hong Kong

As an Assistant Relationship Manager, your responsibility included :

  • Assist Relationship Managers in daily transactional duties including taking investment orders, remittance, account documentations and credit modifications
  • Support client relationship building and account maintenance to facilitate the business of Relationship Managers
  • Handle administrative duties including KYC / AML and onboarding pre-checks
  • Ideal candidates are expected to possess :

  • Bachelor’s degree or above with 4 years relevant work experience serving HNW clients
  • Pass in the HKSI Licensing Examination and qualified under SFO for handling Regulated Activities Type 1
  • Knowledge of private banking and treasury services, good understanding of banking operations and policies
  • Self-motivated, detail oriented, able to work independently with good organization skills
  • Excellent communication skills with strong customer-focused mindset
  • Proficient in written and spoken English and Chinese, good command in Mandarin is preferred
  • Interested candidates please click APPLY NOW or send your CV to c.lee (Attn : Clauida Lee) for a private and confidential conversation.


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