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Assistant Relationship Manager/ Client Service Officer, PB

icon building Company : Michael Page
icon briefcase Job Type : Full Time
icon geo-alt Hong Kong

Number of Applicants

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Job Description - Assistant Relationship Manager/ Client Service Officer, PB

  • Stable platform
  • Long-term career development
About Our Client

Our client is a reputable global private bank with a well-structured Private Banking Services function supporting Relationship Managers and private clients across Asia. The platform emphasizes operational excellence, regulatory discipline, and high-quality client servicing.

Job Description
  • Perform client account opening and ongoing maintenance, including preparation, verification, and processing of onboarding documentation in line with regulatory requirements and internal policies.
  • Support Relationship Managers in completing KYC / CDD reviews, periodic reviews, credit applications, and related documentation.
  • Execute and support transactional activities, including trade processing, settlement coordination, and system entries, ensuring accuracy and timeliness.
  • Act as a key point of contact for RMs and clients on operational, transactional, and system-related queries, providing practical and effective solutions.
  • Liaise closely with internal stakeholders such as Operations, Compliance, Risk, Credit, and Product teams to ensure seamless execution of client requests.
  • Provide administrative and operational support to Team Leaders and Relationship Managers to enhance overall team efficiency and client service standards.
  • Ensure adherence to internal controls, regulatory standards, and private banking service procedures at all times.
The Successful Applicant

Requirements
  • University degree in Business, Finance, or related disciplines.
  • Minimum 3 years of relevant experience as a Client Service Officer or Assistant Relationship Manager in Private Banking or Priority Banking.
  • Holder of SFC Type 1 and Type 4 licenses.
  • Strong ability to manage multiple tasks independently with good attention to detail.
  • Well-developed interpersonal and communication skills, with a service-oriented mindset.
  • Good command of written and spoken English and Chinese, with Mandarin proficiency required.
  • A collaborative team player who is proactive, adaptable, and keen to learn and grow in a private banking environment.
What's on Offer
  • Additional bonus opportunities based on performance.
  • Comprehensive benefits and support for professional growth.
  • A collaborative and professional working environment in Hong Kong.
  • Opportunities to grow within a large organization in the financial services industry.
Original job Assistant Relationship Manager/ Client Service Officer, PB posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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