Associate Relationship Manager (Greater China)

Tasks

• Building and maintaining a strong customer base through innovative sales initiatives and targeted marketing.
• Providing expert investment advice and negotiation services tailored to the individual needs and portfolios of each investor.
• Developing and managing customer relationships by effectively creating and updating sales opportunities.
• Ensuring comprehensive reporting, maintaining accurate records, and complying with all regulatory requirements.
• Contribute to cross-industry marketing initiatives and campaigns aimed at strengthening brand presence.
• Actively participate in the Associate Relationship Managers community to foster a culture of excellence through the exchange of best practices and experiences.

Requirements

• Proactive skills in customer relationship management and sales.
• Extensive experience in negotiations related to risk management and portfolio management.
• Advanced communication and interpersonal skills.
• Proven time management and organizational skills.
• In-depth knowledge of the economy and its macroeconomic drivers.
• Development of the work and language environment.
• Confidence in managing accounts and providing advice.

We offer

• Comprehensive training on all aspects of wealth management, ranging from investment products to wealth planning and wealth succession.
• Mentoring from our Finance Branching Director and current Associate Relationship Managers, who will coach, support, and guide you in all aspects of your trading and business development activities as a client-focused professional.
• Exclusive marketing opportunities to connect with key individuals and industry experts, expand your professional network, and open doors to new opportunities.
• Regular performance reviews to support your growth, development, and success.