Associate Relationship Manager (Greater China)

About the job

As an Associate Relationship Manager (Greater China), you’ll have the opportunity to advance your career in private banking. Our 36-month program offers you dedicated support and guidance from experienced senior relationship managers.

Tasks

As an Associate Relationship Manager, you will:

• Build and maintain a strong network of customer relationships through proactive engagement and teamwork
• Offer expert investment advice and responsive service tailored to the individual needs and preferences of each client
• Strengthen customer relationships through strategic cross-selling and upselling
• 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 skills in customer relationship management and sales
• Have strong skills in investment consulting and portfolio management
• Possess effective communication and interpersonal skills
• Have proven skills in time and organizational management
• Have a solid understanding of compliance and risk management principles
• Have knowledge of marketing and business development
• Collaborative teamwork and adaptability

What we offer

Through our program, you will:

• Gain a deep understanding of wealth management and building client relationships

Further requirements

We are looking for candidates who:

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