Assistant Manager – Private Bank Sales (Hong Kong)

About the role

As an Assistant Manager on the Private Bank Intermediary Sales team, you will support senior sales managers in engaging private bank clients across Hong Kong and the broader region. You will gain exposure to investment products, market insights, and cross‑regional collaboration while developing your own client coverage approach.

Key responsibilities

• Support senior relationship managers in day‑to‑day coverage of private bank clients.
• Coordinate with investment, product, and marketing teams to deliver timely responses and support.
• Monitor sales pipelines, maintain CRM data, and prepare regular activity reports.
• Assist with onboarding, due‑diligence requests, platform approvals, and product updates.
• Conduct market research and contribute to client‑focused presentations.

Required profile

• Strong teamwork and communication skills.
• Good judgment within established policies.
• Positive attitude with eagerness to learn and grow into a client‑facing role.
• Ability to develop product expertise and analytical thinking.

Required skills

• CRM proficiency.

What we offer

• Generous annual leave plus flexible paid time off.
• Hybrid work schedule.
• Learning and development programs.
• Health and wellbeing benefits.
• Parental leave benefits.
• Employee stock purchase plan (where applicable).