Associate Relationship Manager (Greater China)

Tasks

As an Associate Relationship Manager, you will:

• Build and maintain a strong customer base through proactive outreach and collaborative teamwork
• Offer expert investment advice and responsive service tailored to the individual needs and preferences of each client
• Develop and strengthen customer relationships through strategic cross-selling and upselling opportunities
• Ensure excellent customer satisfaction, maintain accurate records, and comply with regulatory requirements
• Get involved in innovative marketing strategies and participate in forward-looking initiatives
• Actively participate in our Associate Relationship Manager community, sharing best practices and experiences to foster a culture of excellence

Requirements

To be successful in this role, you should:

• Possess excellent customer relationship management and sales skills
• Possess strong investment advisory and portfolio management skills
• Possess effective communication and interpersonal skills
• Have proven time management and organizational skills
• Gain a solid understanding of compliance and risk management principles and become a trusted advisor to high-net-worth individuals
• Have knowledge of marketing and business development
• Possess collaborative teamwork skills and adaptability

We offer

Through our program, you will:

• Gain a deep understanding of wealth management and customer relationship management

Expected qualifications

• 3–5 years of relevant experience, preferably in asset management, investment advisory, or a support role within a private banking frontline team
• Fluency in English and Chinese (spoken and written); additional languages as required by specific market needs
• Relevant regulatory licenses issued by the MAS
• Client Advisor Competency Standards (CACS) certification preferred