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Operation Assistant to Relationship Manager (Wealth Management | UHNW )

Operation Assistant to Relationship Manager (Wealth Management | UHNW )

DNA Recruit Partners LimitedHong Kong
30 天前
职位描述

We are seeking a proactive and client-focused Assistant Relationship Manager (ARM) to support our ultra-high-net-worth (UHNW) wealth management team. In this role, you will assist Relationship Managers and Responsible Officer in delivering exceptional client experiences, and driving business growth through operational excellence and relationship-building.

Key Responsibilities :

  • Wealth Management Assistance : Support Relationship Managers in clients account opening, administrative tasks, and filing
  • Administration & Compliance : Ensure accurate documentation (KYC, AML checks), and assist with regulatory reporting.
  • Provide Business management support to assure efficient and smooth completion of trade execution
  • Manage and follow up on new account opening and closure documentation to ensure full compliance to the requirement before passing the documents. Assist with completing sales documentation and related processes e.g. client profiling / KYC.

Qualifications & Skills :

  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Welcome non-financial services industry background candidate
  • 1+ years of experience in financial services (fresh graduates with internships may be considered).
  • Holder of HKSFC type 1 license would be an added advantage
  • Strong understanding of financial products (equities, fixed income, alternatives) and market trends will be bonus
  • Proficiency in MS Office (Excel, PowerPoint) and CRM software (e.g., Salesforce).
  • Excellent communication, organizational, and multitasking skills.
  • Highly discreet with a client-first mindset; able to handle confidential information.
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    Relationship Manager • Hong Kong