Assistant Client Advisor / Assistant Relationship Manager (Private Banking)

About the role

A recruiter is partnering with several Senior Private Bankers to find candidates for Assistant Client Advisor / Assistant Relationship Manager positions. Successful candidates work closely with the Senior Private Bankers, supporting them in managing and servicing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across the Southeast Asia and Greater China markets.

Key responsibilities

• Support the Senior Private Bankers with client account administration, client servicing and retention.
• Liaise with internal departments on administrative matters such as trade execution and settlement, delivery of securities, corporate actions, payments and receipts of funds, and loan renewals and repayments.
• Liaise with other financial institutions and service providers on account opening requests and other client administrative matters.
• Check the daily transaction list so trades are processed correctly.
• Prepare and send trade confirmations to clients, and monitor and arrange settlement of trades.
• Prepare payment orders and follow up on account opening documentation.

Required profile

• Bachelor's degree in Finance, Business Administration, Banking or a related field.
• At least 3 years of experience in private banking, EAM or family office.
• CACS 1 and 2 certifications.
• Ability to work independently and collaboratively in a new setup environment.

Required skills

• Understanding of banking products, investment instruments and account operations.
• Excellent communication and client-service skills.
• Strong organisational abilities, attention to detail and ability to handle multiple priorities.
• High integrity, discretion and professionalism with confidential client information.

Interested candidates should contact the recruiter by email for a confidential discussion; only shortlisted candidates will be contacted, so no reply is expected after 14 days. The listing carries an EA licence number and registration number.