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

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.

Further requirements:

• 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

We offer

• 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
• 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.