• Leading Banking
• Comprehensive Benefits & Career Growth
• Attractive Remuneration Package

Our client is a prestigious global financial institution renowned for its elite private banking and wealth management services. Serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families globally, the organization offers bespoke financial solutions, sophisticated investment strategies, and exceptional concierge-level service. They are currently seeking a detail-oriented, driven Private Banking Relationship Manager Assistant to support senior bankers and ensure seamless service delivery for high-value clients.

The Private Banking Relationship Manager Assistant plays a crucial operational and client-facing support role within the Private Wealth Management division. Working closely with senior Private Bankers / Relationship Managers, you will act as the primary operational anchor, managing daily accounts, handling complex transactions, coordinating bespoke wealth solutions, and ensuring flawless adherence to regulatory and compliance standards.

• Client Service & Relationship Support:

  • Serve as a trusted secondary point of contact for HNW/UHNW clients, handling day-to-day inquiries, account maintenance, and administrative requests with absolute discretion and professionalism.

  • Assist RMs in preparing comprehensive client portfolio reviews, pitch books, wealth-planning reports, and meeting materials.

  • Coordinate with internal product specialists (investment management, trust, credit, and foreign exchange) to execute complex client instructions.

• • Manage end-to-end client onboarding, account opening documentation, and periodic Know Your Customer (KYC) / Anti-Money Laundering (AML) reviews.

  • Process transactions accurately, including wire transfers, credit facilities, foreign exchange deals, and investment trades, ensuring swift and error-free execution.

  • Maintain precise client records, CRM entries, and documentation in compliance with bank policies.

• Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.

• Experience: Minimum of [2–4 years] of experience in banking or financial services, with prior exposure to Private Banking, Wealth Management, or premier retail banking support preferred.

• Core Competencies:

  • Exceptional organizational skills with a meticulous attention to detail and high accuracy under pressure.

  • Strong understanding of banking products, investment vehicles, and basic wealth management concepts.

  • Professional communication and interpersonal skills, with a high degree of emotional intelligence and absolute discretion handling sensitive information.

  • Proficiency in banking operating systems and CRM tools; multi-lingual capabilities are a strong asset depending on the target market.