Associate Relationship Manager (Hong Kong)

Tasks

As an Associate Relationship Manager, you will:

• Build and maintain a strong customer base through proactive networking and collaborative teamwork.
• Offer expert advice on investments and responsive service tailored to each customer’s individual needs and preferences.
• Strengthen customer relationships through strategic cross-selling and upselling.
• Ensure excellent customer satisfaction, maintain accurate records, and comply with regulatory requirements.
• Participate in innovative marketing strategies and take part in forward-looking initiatives.
• Work actively with the community of Associate Relationship Managers 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 skills in investment consulting and portfolio management.
• Possess effective communication and interpersonal skills.
• Have proven time and organizational management skills.
• Have a solid understanding of compliance and risk management principles.
• Possess marketing and business development skills.
• Demonstrate collaborative teamwork and adaptability.

We offer

Through our program, you will:

• Gain a deep understanding of wealth management and building client relationships.
• Gain expertise in investment consulting and portfolio management.
• Build a robust network of customers, colleagues, and industry contacts.

Further information

• 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 (spoken and written), additional languages according to specific market requirements.
• Relevant regulatory licenses from the HKMA/SFC.
• Certification as a Certified Private Wealth Professional (CPWP) preferred.