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, or a support role in a private banking front team.
• Fluent English and Chinese (spoken and written), additional languages depending on specific market requirements.
• Relevant regulatory licenses of HKMA/SFC.
• Certified Private Wealth Professional (CPWP) certification preferred.
• Excellent client relationship management and sales skills.
• Strong skills in investment advisory and portfolio management.
• Effective communication and interpersonal skills.
• Proven time management and organizational skills.
• Solid understanding of compliance and risk management principles.
• Marketing and business development expertise.
• Cooperative teamwork and adaptability.

We offer

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

Other

• This position is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme), whereby applicants are subject to reference checks from previous and/or current employers (authorized institutions) for the last seven years.