Hong Kong 
Wealth Management 
Permanent Our client is a global financial services firm renowned for its bespoke investment and wealth management offerings to high-net-worth individuals and families. They are seeking a motivated and detail-oriented Assistant Relationship Manager to support their growing Private Wealth team in their Hong Kong office.
Key Responsibilities:
- Assist Relationship Managers with client servicing and portfolio development, acting as a reliable point of contact.
- Help deliver personalised financial advice across investment products, credit solutions, and strategic planning.
- Coordinate the execution of daily transactions, including FX conversions, loan rollovers, and securities trades.
- Manage the account opening process and documentation related to credit facilities and compliance obligations.
- Support the onboarding of client assets and ensure all records and communications are accurate and timely.
- Prepare customised client reports, tax documentation, and investment summaries for both clients and their advisers.
- Engage in regular client communication, maintaining high standards of service and discretion.
- Collaborate with internal teams including Operations and Compliance to ensure efficient service delivery and adherence to all regulatory requirements.
Requirements:
- Bachelor’s degree and a minimum of 3 years’ experience within private banking, wealth management, or financial services.
- Strong organisational and analytical skills, with a proactive and client-focused mindset.
- Excellent written and verbal communication skills in English (Cantonese/Mandarin a plus).
- Highly detail-oriented, with strong compliance awareness.
- Proficient in Microsoft Office Suite, particularly Excel, Word, Outlook, and PowerPoint.