Assistant Manager, Private Banks (Finance)

TL;DR

Assistant Manager, Private Banks (Finance): Supporting senior relationship managers in distributing investment capabilities and managing private bank accounts in Hong Kong with an accent on account management, pipeline monitoring, and cross-regional coordination. Focus on expanding product penetration, conducting market research, and progressively taking on direct client-facing responsibilities.

Location: Must be based in Hong Kong (Hybrid: minimum 4 days per week in office)

Company

A leading independent global investment firm dedicated to providing a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Support senior relationship managers in the day-to-day coverage of private bank clients.
• Coordinate with investment, product, and marketing teams to provide timely client support.
• Monitor sales pipelines, maintain CRM data, and prepare regular activity reports.
• Manage onboarding processes, due diligence requests, and platform approvals.
• Conduct market, competitor, and product research to support sales strategy development.
• Organize client events, webinars, and meetings with portfolio managers.

Requirements

• 1–3 years of relevant experience in asset management, private banking, or wealth management.
• Working knowledge of investment concepts (funds, ETFs, multi-asset, fixed income, and alternatives).
• Strong analytical and problem-solving skills combined with a detail-oriented approach.
• Fluent spoken and written English.
• Proficiency in PowerPoint and Excel.
• Ability to collaborate effectively across multi-regional teams in Hong Kong, Singapore, and globally.

Culture & Benefits

• Hybrid work schedule with flexibility for one day of remote work per week.
• Generous annual leave and flexible paid time off.
• Comprehensive learning and development programs.
• Health, wellbeing, and parental leave benefits.
• Employee stock purchase plan (regionally applicable).