Associate Relationship Manager (Hong Kong)

Job description

Tasks

• Build and nurture a strong client base through proactive outreach and collaborative teamwork.
• Deliver expert investment advice and responsive service, tailored to each client's unique needs and preferences.
• Develop and deepen client relationships through strategic cross-selling and upselling opportunities.
• Ensure exceptional client satisfaction, maintaining accurate records and adhering to regulatory requirements.
• Contribute to innovative marketing strategies and participate in forward-thinking initiatives.
• Engage actively with our Associate Relationship Manager community, sharing best practices and experiences to foster a culture of excellence.

Requirements

• 3-5 years of relevant experience preferably in Wealth Management, Investment Consulting, supporting role in Private Banking frontline team.
• Proficiency in English and Chinese (spoken and written), additional languages according to specific market requirements.
• Relevant regulatory licenses from HKMA/SFC.
• Certified Private Wealth Professional (CPWP) certification preferred.
• Core Skills:
  • Excellent client relationship management and sales skills.
  • Strong investment advisory and portfolio management capabilities.
  • Effective communication and interpersonal skills.
  • Proven time management and organizational abilities.
  • A solid grasp of compliance and risk management principles.
  • Marketing and business development acumen.
  • Collaborative teamwork and adaptability.

What you will achieve

• A deep understanding of wealth management and client relationship building.
• Expertise in investment advisory and portfolio management.
• A robust network of clients, peers, and industry connections.
• Exclusive networking opportunities to connect with key stakeholders and industry experts, expanding your professional circle and opening doors to new possibilities.
• Regular performance feedback to help you grow, improve, and celebrate your successes.

Other

• This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous and/or current employers (Authorized Institutions) covering the past seven years.