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