Assistant Relationship Management

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:

Job Description

Key responsibilities ▪ Customer Care and Communication: Maintain close and proactive communication with clients, addressing their inquiries related to accounts, missing documents, e-banking, and other issues. Update and maintain accurate customer information with internal systems, ensuring data integrity and confidentiality. ▪ Handling Customer Orders: Receive and process client orders in collaboration with the Relationship Manager in areas such as securities, foreign exchange, and payment transactions. Monitor transaction processes to ensure timely execution and address any discrepancies or issues that may arise. Handling processes such as securities deliveries, trade settlements, loan maturities, and deposit management. Provide clients with updates and confirmations regarding their orders. ▪ Administrative and Compliance Management: Undertake comprehensive organisational and administrative tasks, including managing correspondence and credit demands. Ensure all necessary documentation for the account opening process is completed accurately and promptly. Ensure compliance with all regulatory requirements and internal policies. Support the preparation and submission of reports to regulatory bodies as required. ▪ Relationship Management Support: Efficiently support Relationship Managers in all organisational matters and coordinating travel arrangements. Prepare comprehensive materials for and after customer appointments, including briefing notes, reports and presentation decks.

Requirements

Qualifications and skills for the job ▪ Educational background: A completed banking apprenticeship is typically expected. Alternatively, candidates with a basic commercial apprenticeship and several years’ practical experience in banking, or an equivalent education with relevant practical experience, will also be considered. ▪ Professional experience: Several years of practical experience in the banking sector, as well as experience in dealing with regulatory requirements and international clientele. ▪ Track record: Demonstrated ability to work independently, efficiently and accurately in a dynamic client-oriented environment. Proactive support of Relationship Managers and responsible handling of administrative tasks. ▪ Technical skills: Excellent knowledge of Office Management; experience in Avaloq is an advantage, ebanking and digital skills including AI. ▪ Language skills: Strong communication skills, both written and verbal, in English and the local language. Proficiency in additional languages relevant to the client base is an advantage. Key differentiators to S3 ▪ Knowledge and Application: Applies comprehensive and specialised expertise in client and administrative processes, and adapts or develops procedures as needed. Supports and trains more junior colleagues in their daily work, ensuring the consistent application of best practices. ▪ Impact and Accountability: Leads initiatives to proactively drive process improvement and contributes to department objectives, setting a high standard for service and compliance. Provides clear direction and support to the team in both routine and complex matters. ▪ Job Autonomy: Operates with significant independence in organising and executing work, recommending new approaches and aligning major changes with management. May guide new joiners during onboarding process. ▪ LGT Competencies: Demonstrates high proficiency in LGT competencies, acts as a go-to resource for others. ▪ Typically > 10 years of relevant professional experience.

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