Editorial summary

The company is seeking a Private Banker Assistant for a one-year renewable contract with a monthly salary of HKD 6,000. The role involves providing administrative and client support to the Relationship Manager, including maintaining transaction records, conducting KYC and AML procedures, and assisting with investment market updates and trade execution across various asset classes. The candidate should have a strong understanding of dealing infrastructure, processes, and systems related to investment products. This position offers an opportunity to work within the private banking sector, supporting client relationship management and investment operations.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 32567 first appeared in Job-Q.com on 16 Sep 2026]

Responsibilities:

• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.  

Requirements: 

• Bachelor’s degree or above in Finance, Accounting, Economics, Business Administration, or related disciplines.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• Business proficiency in both written and spoken Mandarin besides English so as to serve China based customers.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines. 

Interested applicants, please email a copy of resume to

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