Assistant Relationship Manager, High-Net-Worth Clients

About the role

The Assistant Relationship Manager supports Senior Relationship Managers in managing and growing a portfolio of high-net-worth clients. The role plays a key part in delivering exceptional service, understanding client needs and helping develop customized wealth management strategies.

Key responsibilities

• Support Relationship Managers in managing client relationships and daily portfolio activities.
• Act as a primary point of contact for clients, answering inquiries and providing timely solutions.
• Assist in preparing client reviews, investment proposals and presentations in English and Mandarin.
• Conduct market and client research to identify new business opportunities.
• Coordinate with internal teams (investment, credit, legal, operations) to ensure seamless client servicing.
• Ensure compliance with regulatory standards and internal policies.
• Maintain accurate client records and documentation.

Required profile

• Bachelor's degree in Finance, Business, Economics or a related field.
• 2+ years of experience in private banking, wealth management or a related client-facing role.
• Strong understanding of financial products, investments and wealth planning.
• Excellent interpersonal and communication skills.
• Proactive, detail-oriented and able to thrive in a fast-paced environment.