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Assistant Relationship Manager, Private Banking (Onboarding and KYC are welcome)

icon building Company : Hays
icon briefcase Job Type : Full Time
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Job Description - Assistant Relationship Manager, Private Banking (Onboarding and KYC are welcome)

Your new role
  • Partner with newly joined Relationship Managers to provide end-to-end client onboarding support.
  • Manage account opening processes, ensuring accuracy and compliance with internal and regulatory requirements.
  • Handle KYC reviews and prepare detailed Source of Wealth (SOW) write-ups.
  • Coordinate documentation and research to support client onboarding and ongoing relationship management.
  • Maintain client records and ensure smooth operational workflow with attention to detail.


What you'll need to succeed
  • Minimum 3 years of relevant Private Banking experience, preferably in ARM or client onboarding roles.
  • Strong language skills: fluent in Cantonese, Mandarin, and English.
  • Hands-on experience with KYC, account opening, and documentation processes.
  • Solid understanding of compliance requirements and ability to prepare SOW write-ups.
  • Detail-minded, with strong problem-solving and organizational skills.


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.
Original job Assistant Relationship Manager, Private Banking (Onboarding and KYC are welcome) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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