Partner closely with seasoned Relationship Managers to support client coverage and execution.
Handle trading execution across multi-asset classes, ensuring accuracy and timeliness.
Conduct periodic portfolio reviews and prepare client reports to support ongoing advisory.
Maintain and monitor client books, ensuring compliance and operational efficiency.
Provide all-rounded support in client servicing, including documentation, account maintenance, and coordination with product desks.
What you'll need to succeed
Minimum 5 years of Private Banking ARM experience.
Strong language skills: fluent in Cantonese, Mandarin, and English.
Hands-on experience in trading execution with solid product knowledge across asset classes.
Strong problem-solving skills and ability to work independently under pressure.
Excellent communication and interpersonal skills to collaborate with RMs and clients.
What you need to do now If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [email protected] or contact me at 2230 7451.
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