Associate Relationship Manager (Greater China)

Tasks

As an Associate Relationship Manager, you will:

• Build and maintain a strong customer base network through proactive engagement and collaborative teamwork.
• Deliver expert investment advice and responsive service tailored to each client's unique needs and preferences.
• Develop and deepen customer relationships through strategic cross-selling and upselling opportunities.
• Ensure excellent customer satisfaction by maintaining accurate records and complying with regulatory requirements.
• Participate in innovative marketing strategies and take part in forward-looking initiatives.
• Actively engage with our Associate Relationship Manager community to share best practices and experiences and foster a culture of excellence.

Requirements

To be successful in this role, you should:

• Possess excellent customer relationship management and sales skills.
• Have strong investment advisory and portfolio management skills.
• Possess effective communication and interpersonal skills.
• Have proven time management and organizational skills.
• Have a solid understanding of compliance and risk management principles.
• Possess marketing and business development skills.
• Collaborative teamwork and adaptability.

We offer

We offer:

• Support and guidance from experienced Senior Relationship Managers who will coach, mentor, and guide you along the way.
• Exclusive networking opportunities to connect with key stakeholders and industry experts and expand your professional network.
• Regular performance feedback to help you grow, improve, and celebrate your achievements.

What you will achieve

Through our program, you will:

• Gain a deep understanding of asset management and customer relationship management.

Expected qualifications

We are looking for candidates with:

• 3–5 years of relevant experience, preferably in wealth management, investment advisory, or a support role within a private banking team.
• Proficiency in English and Chinese (both spoken and written), as well as other languages as required by specific market needs.
• Relevant regulatory licenses from MAS.
• Client Advisor Competency Standards (CACS) certification (preferred).