Our client is a well-established Asian private bank, known for its strong capital base and global footprint. They provide a collaborative and growth-oriented environment for professionals seeking long-term career progression. This position offers a rare chance for a detail-driven and service-focused individual to work alongside Relationship Managers in managing and strengthening connections with ultra-high-net-worth clients.
Key Responsibilities :
- Partner with Relationship Managers to deliver seamless support to UHNW clients across investment and banking transaction
- Ensure client files and regulatory documents are accurately maintained and up to date including KYC, AML, and suitability assessments.
- Act as a key liaison between clients, internal departments, and product teams to facilitate daily banking operations, credit requests, and investment implementation.
- Monitor adherence to internal controls and regulatory guidelines by tracking client risk profiles and transaction activities.
- Contribute to client reporting by preparing presentations, portfolio summaries, and performance updates that support business development efforts.
Requirements :
Minimum 3 years experience in private banking, wealth management, or client servicing within financial services.Good knowledge of investment and credit products, along with private banking workflows.High level of accuracy, organisation, and the ability to prioritise under pressure.Mandarin language skills are preferred to liaise with clients in the Greater China market.CACS Papers 1 & 2 are mandatory.Strong communicator and team player with a client-first mindset.This is an excellent opportunity for someone seeking a long-term path in private banking, with broad exposure, a supportive team, and the chance to make a meaningful impact.
EA Licence No. 23S1936