LGT Private Banking

Assistant Relationship Manager

LGT Private Banking  •  Hong Kong, HK (Onsite)  •  19 days ago
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Job Description

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

"Become part of a family – not just a company."
Working in an inspiring and international environment.

We are always looking for qualified, motivated and dedicated colleagues. Discover the below opportunities open to you:

• Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
• Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks
• Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes.
• Maintain personal ‘Fit & Proper’ requirements and fulfill industry competence/regulatory/notification requirements at all times.
• Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations.
• Meet individual targets as per own BSC and attend all relevant meetings/trainings.
• Understand the profile/needs of clients well to be able to match LGT’s offering with client requirements.
• Meet the day-to-day servicing requirements of all clients (eg execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).
• Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.
• Understand and use LGT’s platform and offering responsibly, ensuring resources (eg Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
• Be punctual, attend phones calls, cover lunch duty and backup other ARMs (expected and unexpected absences as assigned) in a prompt, efficient and professional manner.
• Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.
• Support of marketing events/ functions.
• Serve as a brand ambassador for the culture and values of LGT Group during interaction with clients/stakeholders and in public behavior.
• Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner.
• Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behavior in day-to-day business.
• Handle/support any additional task/ad hoc project as required/assigned.

Requirements

  • At least 10 years working experience in Banking/Financial industry including 7 years working in Private Banking sector

  • Excellent communication and presentation skill

  • Strong ability to multitask with speed and accuracy

  • Outgoing, direct, strong and very independent personality

  • Fluent English and Mandarin is a must

  • Diploma holder or above in a business-related discipline

  • Proficiency in PC applications including Word, Excel, PowerPoint an

  • Please note that the employment of this role is subject to the Mandatory Reference Checking (MRC) Scheme, under which we will be required to approach any former and current Authorized Institution employer(s) of a prospective employee to request conduct-related information covering the past seven years. For more information, please refer to this webpage: Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact our HR Business Partner.

LGT Bank (Hong Kong)

Human Resources

Catherine Wong

LGT Private Banking

About LGT Private Banking

Forward-looking for generations

LGT is an international private bank owned by the Princely Family of Liechtenstein with over 30 locations in Europe, Asia Pacific, and the Middle East. Our solid capitalisation, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitisation is a key part of how we continually innovate to find better ways of doing things - today and for the future.

Sustainable and social:

Sustainability is a pillar of LGT's strategy. Thinking, managing, and investing sustainably are integral parts of our identity. LGT has committed to reducing the net CO2 emissions from its operations and its investments to zero by 2030.

The Princely Family’s view is that wealth itself isn't a purpose, but that it comes with a sense of responsibility. Being wealthy means embracing and acting on that responsibility, as well as passing these values on to the next generation.

LGT as an employer:

LGT is a vibrant, growing international company and employer. We are certified as a Great Place to Work by the international consulting and research institute of the same name. Whether you have a wealth of experience or are embarking on your first professional steps, LGT careers offer an empowering environment to realise your ambitions.

Take your next career step at one of our over 40 international locations: www.lgt.com/global-en/career/jobs

Publishing information: www.lgt.com/global-en/publishing-information

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Vaduz, LI
Year Founded
Unknown
Website
lgt.com
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