Job Description – Assistant Relationship Manager

Cachet Group is looking for an enthusiastic Assistant Relationship Manager to support our team in providing customized wealth management solutions to High Net Worth customers. The successful candidate will assist Relationship Managers in servicing client accounts, preparing documentation, and supporting client relationship management activities.

Responsibilities:

• Attend to the Relationship Manager(s) and client instructions in an efficient and professional manner at all times.
• Update the Relationship Manager(s) on any arising client issues, ensure timely follow up on pending documents.
• Prepare account opening documents and maintain rigid control on account documentation and compliance standard for the Relationship Manager(s).
• Comply with the internal directives and policies with particular emphasis on due diligence, money laundering and procedures in order to protect the firm’s interest.
• Maintain client data and reports.
• Responsible for proper system and file maintenance.
• Provide administrative support to the Relationship Manager(s).
• Perform ad hoc assignments timely and independently.

Requirements:

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• 1-3 years of experience in financial services, banking, or wealth management.
• Strong knowledge of financial products and investment solutions.
• Excellent communication and interpersonal skills.
• Meticulous attention to detail and strong organizational abilities.
• Proficiency in Microsoft Office Suite and financial software platforms.
• Customer service orientation with the ability to handle high-net-worth client interactions professionally.
• Basic understanding of regulatory requirements and compliance procedures.
• Ability to work independently and as part of a team.
• Professional certifications (e.g., HKSI Paper 1 or CFP) are a plus but not required.

Benefits:

• Competitive salary and performance-based bonuses
• Retirement savings plan with company matching
• Professional development opportunities and training
• Career advancement pathway to Relationship Manager position

About Cachet Group:

Cachet Group is a premier wealth management firm dedicated to providing personalized investment strategies and financial planning services to high-net-worth individuals and families. Our client-centered approach and commitment to excellence have established us as a trusted advisor in the financial services industry.

How to Apply:

Qualified candidates should submit their resume and cover letter detailing their relevant experience and qualifications to career@cachet-group.com. Shortlisted candidates will be contacted for an interview.